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 | $13,735 | $185,822-92.6% | $169,993-91.9% | $139,434-90.1% |
| Participation rate | 68.8% | 87.8%-19.0pp | 87.0%-18.2pp | 80.3%-11.6pp |
| Annual return | 34.75% | 60.50%-25.7pp | 53.37%-18.6pp | 372.94%-338.2pp |
| Employer contribution / active EE | $2,055 | $7,590-72.9% | $6,785-69.7% | $4,751-56.7% |
| Participant deferral / active EE | $3,072 | $11,622-73.6% | $10,408-70.5% | $6,710-54.2% |
| Admin fee / account holder | $134 | $15,381-99.1% | $12,815-99.0% | $11,403-98.8% |