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 | $16,500 | $165,984-90.1% | $164,813-90.0% | $145,922-88.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 14.74% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,107 | $5,273-60.1% | $4,341-51.5% | $4,660-54.8% |
| Participant deferral / active EE | $2,509 | $6,959-63.9% | $6,031-58.4% | $6,688-62.5% |
| Admin fee / account holder | $80 | $16,648-99.5% | $12,690-99.4% | $13,397-99.4% |