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 6-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 | $15,923 | $100,754-84.2% | $86,677-81.6% | $134,475-88.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | 0.82% | 29.04%-28.2pp | 35.91%-35.1pp | 417.96%-417.1pp |
| Employer contribution / active EE | $1,247 | $3,489-64.3% | $2,836-56.1% | $4,740-73.7% |
| Participant deferral / active EE | $1,825 | $5,338-65.8% | $4,656-60.8% | $6,400-71.5% |
| Admin fee / account holder | $117 | $10,926-98.9% | $7,493-98.4% | $11,426-99.0% |