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 | $20,027 | $109,881-81.8% | $150,045-86.7% | $84,808-76.4% |
| Participation rate | 41.4% | 76.1%-34.7pp | 82.3%-40.9pp | 68.3%-26.9pp |
| Annual return | 47.39% | 28.25%+19.1pp | 62.55%-15.2pp | 40.90%+6.5pp |
| Employer contribution / active EE | $968 | $3,561-72.8% | $4,693-79.4% | $2,631-63.2% |
| Participant deferral / active EE | $5,589 | $6,636-15.8% | $7,997-30.1% | $4,212+32.7% |
| Admin fee / account holder | $162 | $8,568-98.1% | $13,435-98.8% | $7,344-97.8% |