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 3-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 | $11,954 | $77,314-84.5% | $177,989-93.3% | $80,856-85.2% |
| Participation rate | 68.4% | 65.7%+2.7pp | 77.1%-8.7pp | 67.6%+0.8pp |
| Annual return | 29.86% | 18.09%+11.8pp | 294.48%-264.6pp | 35.59%-5.7pp |
| Employer contribution / active EE | $1,517 | $2,292-33.8% | $3,949-61.6% | $2,755-44.9% |
| Participant deferral / active EE | $2,399 | $4,411-45.6% | $6,276-61.8% | $4,296-44.1% |
| Admin fee / account holder | $229 | $7,191-96.8% | $10,363-97.8% | $6,918-96.7% |