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 | $12,396 | $124,319-90.0% | $111,297-88.9% | $167,490-92.6% |
| Participation rate | 61.9% | 79.6%-17.7pp | 77.3%-15.4pp | 82.1%-20.2pp |
| Annual return | 26.07% | 37.44%-11.4pp | 54.65%-28.6pp | 478.56%-452.5pp |
| Employer contribution / active EE | $1,373 | $3,435-60.0% | $2,731-49.7% | $4,837-71.6% |
| Participant deferral / active EE | $1,914 | $5,180-63.1% | $4,487-57.3% | $6,341-69.8% |
| Admin fee / account holder | $79 | $10,618-99.3% | $7,964-99.0% | $12,309-99.4% |