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 | $12,681 | $87,013-85.4% | $106,213-88.1% | $80,856-84.3% |
| Participation rate | 61.4% | 70.4%-9.1pp | 75.3%-13.9pp | 67.6%-6.3pp |
| Annual return | 159.29% | 17.05%+142.2pp | 116.14%+43.1pp | 35.59%+123.7pp |
| Employer contribution / active EE | $2,525 | $2,395+5.4% | $3,171-20.4% | $2,755-8.3% |
| Participant deferral / active EE | $3,369 | $3,986-15.5% | $5,016-32.8% | $4,296-21.6% |
| Admin fee / account holder | $213 | $8,431-97.5% | $11,033-98.1% | $6,918-96.9% |