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 6-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 | $10,898 | $86,286-87.4% | $111,297-90.2% | $85,850-87.3% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 20.30% | 19.99%+0.3pp | 54.65%-34.4pp | 318.53%-298.2pp |
| Employer contribution / active EE | $1,870 | $2,043-8.5% | $2,731-31.5% | $2,565-27.1% |
| Participant deferral / active EE | $4,445 | $3,641+22.1% | $4,487-0.9% | $3,952+12.5% |
| Admin fee / account holder | $107 | $8,188-98.7% | $7,964-98.7% | $6,260-98.3% |