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 5-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 | $18,290 | $125,758-85.5% | $169,993-89.2% | $75,163-75.7% |
| Participation rate | 40.7% | 83.6%-42.9pp | 87.0%-46.3pp | 67.2%-26.5pp |
| Annual return | 20.32% | 27.20%-6.9pp | 53.37%-33.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,498 | $4,615-67.5% | $6,785-77.9% | $2,670-43.9% |
| Participant deferral / active EE | $3,470 | $6,837-49.3% | $10,408-66.7% | $4,125-15.9% |
| Admin fee / account holder | $287 | $8,173-96.5% | $12,815-97.8% | $5,651-94.9% |