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 3-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 | $18,951 | $89,753-78.9% | $107,525-82.4% | $84,808-77.7% |
| Participation rate | 51.3% | 68.1%-16.8pp | 75.1%-23.8pp | 68.3%-17.0pp |
| Annual return | 24.53% | 29.48%-4.9pp | 181.32%-156.8pp | 40.90%-16.4pp |
| Employer contribution / active EE | $1,203 | $3,113-61.4% | $3,754-67.9% | $2,631-54.3% |
| Participant deferral / active EE | $2,385 | $4,056-41.2% | $5,116-53.4% | $4,212-43.4% |
| Admin fee / account holder | $193 | $7,222-97.3% | $8,919-97.8% | $7,344-97.4% |