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 | $9,902 | $106,515-90.7% | $96,683-89.8% | $139,434-92.9% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 28.22% | 38.43%-10.2pp | 35.69%-7.5pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,028 | $4,103-74.9% | $3,737-72.5% | $4,751-78.4% |
| Participant deferral / active EE | $3,874 | $5,454-29.0% | $4,878-20.6% | $6,710-42.3% |
| Admin fee / account holder | $72 | $7,877-99.1% | $6,730-98.9% | $11,403-99.4% |