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 | $10,461 | $172,111-93.9% | $150,298-93.0% | $137,256-92.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 24.44% | 69.37%-44.9pp | 62.79%-38.3pp | 220.34%-195.9pp |
| Employer contribution / active EE | $902 | $4,636-80.5% | $4,154-78.3% | $4,156-78.3% |
| Participant deferral / active EE | $2,259 | $6,166-63.4% | $5,453-58.6% | $6,407-64.7% |
| Admin fee / account holder | $267 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |