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 | $12,464 | $124,425-90.0% | $112,040-88.9% | $137,256-90.9% |
| Participation rate | 68.4% | 79.3%-10.9pp | 76.5%-8.1pp | 80.0%-11.5pp |
| Annual return | 23.44% | 24.72%-1.3pp | 24.52%-1.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,758 | $3,411-19.2% | $2,954-6.6% | $4,156-33.6% |
| Participant deferral / active EE | $2,158 | $5,718-62.3% | $5,098-57.7% | $6,407-66.3% |
| Admin fee / account holder | $66 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |