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 | $7,525 | $106,515-92.9% | $96,683-92.2% | $139,434-94.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 45.30% | 38.43%+6.9pp | 35.69%+9.6pp | 372.94%-327.6pp |
| Employer contribution / active EE | $2,112 | $4,103-48.5% | $3,737-43.5% | $4,751-55.5% |
| Participant deferral / active EE | $3,482 | $5,454-36.2% | $4,878-28.6% | $6,710-48.1% |
| Admin fee / account holder | $246 | $7,877-96.9% | $6,730-96.3% | $11,403-97.8% |