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 8-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 | $16,209 | $72,404-77.6% | $110,238-85.3% | $64,186-74.7% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | 16.35% | -6.29%+22.6pp | 314.74%-298.4pp | 7.63%+8.7pp |
| Employer contribution / active EE | $1,687 | $2,282-26.1% | $3,826-55.9% | $2,381-29.1% |
| Participant deferral / active EE | $3,081 | $3,469-11.2% | $4,672-34.1% | $3,470-11.2% |
| Admin fee / account holder | $287 | $5,664-94.9% | $8,547-96.6% | $4,888-94.1% |