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 6-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 | $8,241 | $124,281-93.4% | $109,143-92.4% | $167,490-95.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 20.89% | 26.04%-5.2pp | 25.75%-4.9pp | 478.56%-457.7pp |
| Employer contribution / active EE | $1,641 | $4,207-61.0% | $3,722-55.9% | $4,837-66.1% |
| Participant deferral / active EE | $4,161 | $5,255-20.8% | $4,653-10.6% | $6,341-34.4% |
| Admin fee / account holder | $18 | $7,970-99.8% | $6,752-99.7% | $12,309-99.9% |