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 | $18,817 | $93,571-79.9% | $135,903-86.2% | $75,163-75.0% |
| Participation rate | 65.4% | 75.2%-9.8pp | 81.9%-16.5pp | 67.2%-1.8pp |
| Annual return | 33.05% | 30.90%+2.1pp | 68.23%-35.2pp | 160.62%-127.6pp |
| Employer contribution / active EE | $3,159 | $3,537-10.7% | $4,856-34.9% | $2,670+18.3% |
| Participant deferral / active EE | $6,127 | $6,404-4.3% | $7,758-21.0% | $4,125+48.5% |
| Admin fee / account holder | $53 | $6,975-99.2% | $10,762-99.5% | $5,651-99.1% |