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 | $74,927-82.9% | $101,794-87.4% | $84,808-84.9% |
| Participation rate | 65.3% | 61.4%+3.9pp | 69.2%-3.9pp | 68.3%-3.0pp |
| Annual return | 64.62% | 18.70%+45.9pp | 30.53%+34.1pp | 40.90%+23.7pp |
| Employer contribution / active EE | $939 | $1,522-38.3% | $2,289-59.0% | $2,631-64.3% |
| Participant deferral / active EE | $1,812 | $3,099-41.5% | $4,084-55.6% | $4,212-57.0% |
| Admin fee / account holder | $196 | $6,514-97.0% | $8,777-97.8% | $7,344-97.3% |