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 | $13,442 | $93,571-85.6% | $135,903-90.1% | $75,163-82.1% |
| Participation rate | 52.0% | 75.2%-23.2pp | 81.9%-29.9pp | 67.2%-15.2pp |
| Annual return | 40.11% | 30.90%+9.2pp | 68.23%-28.1pp | 160.62%-120.5pp |
| Employer contribution / active EE | $1,683 | $3,537-52.4% | $4,856-65.3% | $2,670-37.0% |
| Participant deferral / active EE | $3,656 | $6,404-42.9% | $7,758-52.9% | $4,125-11.4% |
| Admin fee / account holder | $251 | $6,975-96.4% | $10,762-97.7% | $5,651-95.6% |