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 | $6,973 | $80,968-91.4% | $96,544-92.8% | $75,163-90.7% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.3pp | 67.2%-9.5pp |
| Annual return | 19.44% | 27.06%-7.6pp | 25.84%-6.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,435 | $2,282-37.1% | $2,965-51.6% | $2,670-46.3% |
| Participant deferral / active EE | $1,791 | $3,928-54.4% | $4,851-63.1% | $4,125-56.6% |
| Admin fee / account holder | $209 | $6,724-96.9% | $8,252-97.5% | $5,651-96.3% |