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 | $13,021 | $132,634-90.2% | $115,768-88.8% | $137,256-90.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 20.75% | 160.70%-140.0pp | 100.46%-79.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,307 | $3,360-61.1% | $2,940-55.5% | $4,156-68.6% |
| Participant deferral / active EE | $3,438 | $5,619-38.8% | $4,917-30.1% | $6,407-46.3% |
| Admin fee / account holder | $80 | $15,028-99.5% | $12,439-99.4% | $12,270-99.3% |