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 | $16,996 | $73,933-77.0% | $96,683-82.4% | $75,163-77.4% |
| Participation rate | 36.5% | 66.4%-29.9pp | 74.3%-37.8pp | 67.2%-30.7pp |
| Annual return | 26.56% | 26.70%-0.1pp | 35.69%-9.1pp | 160.62%-134.1pp |
| Employer contribution / active EE | $1,385 | $2,928-52.7% | $3,737-62.9% | $2,670-48.1% |
| Participant deferral / active EE | $2,325 | $3,659-36.5% | $4,878-52.3% | $4,125-43.6% |
| Admin fee / account holder | $216 | $5,216-95.9% | $6,730-96.8% | $5,651-96.2% |