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 | $23,156 | $79,944-71.0% | $98,439-76.5% | $75,163-69.2% |
| Participation rate | 58.1% | 70.4%-12.2pp | 75.2%-17.0pp | 67.2%-9.1pp |
| Annual return | 33.58% | 19.75%+13.8pp | 21.16%+12.4pp | 160.62%-127.0pp |
| Employer contribution / active EE | $3,221 | $2,264+42.3% | $3,048+5.7% | $2,670+20.7% |
| Participant deferral / active EE | $4,311 | $3,752+14.9% | $4,738-9.0% | $4,125+4.5% |
| Admin fee / account holder | $167 | $6,840-97.6% | $8,948-98.1% | $5,651-97.0% |