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 | $21,477 | $101,724-78.9% | $164,813-87.0% | $80,856-73.4% |
| Participation rate | 47.6% | 71.8%-24.2pp | 78.6%-31.0pp | 67.6%-20.0pp |
| Annual return | 22.58% | 16.72%+5.9pp | 69.93%-47.3pp | 35.59%-13.0pp |
| Employer contribution / active EE | $1,254 | $2,953-57.5% | $4,341-71.1% | $2,755-54.5% |
| Participant deferral / active EE | $2,278 | $4,477-49.1% | $6,031-62.2% | $4,296-47.0% |
| Admin fee / account holder | $259 | $8,227-96.8% | $12,690-98.0% | $6,918-96.3% |