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 | $20,398 | $101,724-79.9% | $164,813-87.6% | $80,856-74.8% |
| Participation rate | 47.5% | 71.8%-24.4pp | 78.6%-31.1pp | 67.6%-20.2pp |
| Annual return | 32.12% | 16.72%+15.4pp | 69.93%-37.8pp | 35.59%-3.5pp |
| Employer contribution / active EE | $2,319 | $2,953-21.5% | $4,341-46.6% | $2,755-15.8% |
| Participant deferral / active EE | $4,582 | $4,477+2.3% | $6,031-24.0% | $4,296+6.7% |
| Admin fee / account holder | $150 | $8,227-98.2% | $12,690-98.8% | $6,918-97.8% |