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 | $16,935 | $73,933-77.1% | $96,683-82.5% | $75,163-77.5% |
| Participation rate | 55.2% | 66.4%-11.2pp | 74.3%-19.2pp | 67.2%-12.0pp |
| Annual return | 163.86% | 26.70%+137.2pp | 35.69%+128.2pp | 160.62%+3.2pp |
| Employer contribution / active EE | $1,722 | $2,928-41.2% | $3,737-53.9% | $2,670-35.5% |
| Participant deferral / active EE | $3,651 | $3,659-0.2% | $4,878-25.2% | $4,125-11.5% |
| Admin fee / account holder | $23 | $5,216-99.6% | $6,730-99.7% | $5,651-99.6% |