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 | $10,039 | $64,480-84.4% | $81,382-87.7% | $80,856-87.6% |
| Participation rate | 64.4% | 63.9%+0.6pp | 69.5%-5.0pp | 67.6%-3.2pp |
| Annual return | 15.70% | 16.34%-0.6pp | 24.73%-9.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,131 | $1,978-42.8% | $2,463-54.1% | $2,755-59.0% |
| Participant deferral / active EE | $1,607 | $3,094-48.1% | $3,883-58.6% | $4,296-62.6% |
| Admin fee / account holder | $253 | $5,671-95.5% | $5,768-95.6% | $6,918-96.3% |