See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,334 | $140,940-92.0% | $112,229-89.9% | $139,434-91.9% |
| Participation rate | 41.2% | 79.2%-38.0pp | 72.4%-31.3pp | 80.3%-39.1pp |
| Annual return | 16.04% | 32.71%-16.7pp | 30.20%-14.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,058 | $4,283-75.3% | $3,430-69.2% | $4,751-77.7% |
| Participant deferral / active EE | $1,670 | $5,874-71.6% | $4,798-65.2% | $6,710-75.1% |
| Admin fee / account holder | $191 | $9,954-98.1% | $7,748-97.5% | $11,403-98.3% |