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 3-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 | $5,760 | $80,717-92.9% | $154,803-96.3% | $84,808-93.2% |
| Participation rate | 60.0% | 66.8%-6.8pp | 78.1%-18.1pp | 68.3%-8.3pp |
| Annual return | 35.64% | 37.96%-2.3pp | 58.88%-23.2pp | 40.90%-5.3pp |
| Employer contribution / active EE | $831 | $2,761-69.9% | $4,305-80.7% | $2,631-68.4% |
| Participant deferral / active EE | $1,550 | $3,303-53.1% | $5,540-72.0% | $4,212-63.2% |
| Admin fee / account holder | $33 | $6,746-99.5% | $14,329-99.8% | $7,344-99.5% |