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 | $25,221 | $99,985-74.8% | $146,665-82.8% | $85,850-70.6% |
| Participation rate | 47.1% | 73.1%-26.0pp | 80.1%-33.0pp | 69.3%-22.3pp |
| Annual return | 28.21% | 18.93%+9.3pp | 22.74%+5.5pp | 318.53%-290.3pp |
| Employer contribution / active EE | $1,733 | $2,559-32.3% | $4,136-58.1% | $2,565-32.4% |
| Participant deferral / active EE | $3,978 | $4,006-0.7% | $5,506-27.8% | $3,952+0.7% |
| Admin fee / account holder | $138 | $7,702-98.2% | $10,280-98.7% | $6,260-97.8% |