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 | $16,279 | $185,822-91.2% | $169,993-90.4% | $139,434-88.3% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 27.28% | 60.50%-33.2pp | 53.37%-26.1pp | 372.94%-345.7pp |
| Employer contribution / active EE | $2,265 | $7,590-70.2% | $6,785-66.6% | $4,751-52.3% |
| Participant deferral / active EE | $4,840 | $11,622-58.4% | $10,408-53.5% | $6,710-27.9% |
| Admin fee / account holder | $190 | $15,381-98.8% | $12,815-98.5% | $11,403-98.3% |