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 | $12,845 | $73,787-82.6% | $98,716-87.0% | $82,448-84.4% |
| Participation rate | 65.3% | 61.4%+3.9pp | 69.3%-4.0pp | 68.1%-2.8pp |
| Annual return | 64.62% | 18.57%+46.1pp | 31.81%+32.8pp | 41.64%+23.0pp |
| Employer contribution / active EE | $939 | $1,511-37.8% | $2,279-58.8% | $2,551-63.2% |
| Participant deferral / active EE | $1,812 | $3,081-41.2% | $4,048-55.2% | $4,139-56.2% |
| Admin fee / account holder | $196 | $6,500-97.0% | $8,703-97.8% | $7,234-97.3% |