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 | $10,770 | $117,983-90.9% | $101,794-89.4% | $142,382-92.4% |
| Participation rate | 64.7% | 74.2%-9.5pp | 69.2%-4.5pp | 80.1%-15.4pp |
| Annual return | 13.71% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,013 | $2,773-63.5% | $2,289-55.7% | $4,299-76.4% |
| Participant deferral / active EE | $1,401 | $4,714-70.3% | $4,084-65.7% | $6,507-78.5% |
| Admin fee / account holder | $109 | $10,433-99.0% | $8,777-98.8% | $12,624-99.1% |