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 5-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 | $14,764 | $163,101-90.9% | $136,749-89.2% | $142,382-89.6% |
| Participation rate | 68.4% | 78.2%-9.8pp | 72.1%-3.7pp | 80.1%-11.7pp |
| Annual return | 21.65% | 27.54%-5.9pp | 24.33%-2.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,193 | $4,117-71.0% | $3,400-64.9% | $4,299-72.2% |
| Participant deferral / active EE | $2,064 | $5,585-63.0% | $4,692-56.0% | $6,507-68.3% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |