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 | $8,751 | $77,899-88.8% | $149,673-94.2% | $75,163-88.4% |
| Participation rate | 64.2% | 65.6%-1.4pp | 78.8%-14.6pp | 67.2%-3.0pp |
| Annual return | 28.50% | 31.72%-3.2pp | 134.42%-105.9pp | 160.62%-132.1pp |
| Employer contribution / active EE | $2,633 | $3,137-16.1% | $4,818-45.3% | $2,670-1.4% |
| Participant deferral / active EE | $1,846 | $3,411-45.9% | $5,680-67.5% | $4,125-55.2% |
| Admin fee / account holder | $237 | $5,956-96.0% | $13,210-98.2% | $5,651-95.8% |