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 7-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 | $11,581 | $91,552-87.4% | $133,956-91.4% | $79,858-85.5% |
| Participation rate | 65.6% | 73.3%-7.8pp | 79.8%-14.3pp | 69.6%-4.1pp |
| Annual return | 37.39% | 61.85%-24.5pp | 45.09%-7.7pp | 31.71%+5.7pp |
| Employer contribution / active EE | $1,685 | $2,384-29.3% | $3,919-57.0% | $2,471-31.8% |
| Participant deferral / active EE | $3,710 | $3,733-0.6% | $5,048-26.5% | $3,740-0.8% |
| Admin fee / account holder | $23 | $6,321-99.6% | $8,927-99.7% | $5,306-99.6% |