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 | $16,806 | $178,174-90.6% | $156,181-89.2% | $137,256-87.8% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 29.44% | 84.19%-54.8pp | 64.87%-35.4pp | 220.34%-190.9pp |
| Employer contribution / active EE | $1,483 | $4,972-70.2% | $4,294-65.5% | $4,156-64.3% |
| Participant deferral / active EE | $2,558 | $6,888-62.9% | $6,132-58.3% | $6,407-60.1% |
| Admin fee / account holder | $33 | $17,404-99.8% | $14,586-99.8% | $12,270-99.7% |