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 | $88,672-78.6% | $105,223-82.0% | $82,448-77.0% |
| Participation rate | 51.3% | 67.9%-16.6pp | 75.0%-23.8pp | 68.1%-16.8pp |
| Annual return | 24.53% | 30.86%-6.3pp | 180.65%-156.1pp | 41.64%-17.1pp |
| Employer contribution / active EE | $1,203 | $3,048-60.5% | $3,689-67.4% | $2,551-52.8% |
| Participant deferral / active EE | $2,385 | $4,036-40.9% | $5,072-53.0% | $4,139-42.4% |
| Admin fee / account holder | $193 | $7,146-97.3% | $8,859-97.8% | $7,234-97.3% |