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 | $15,185 | $176,812-91.4% | $146,665-89.6% | $167,490-90.9% |
| Participation rate | 65.2% | 83.6%-18.4pp | 80.1%-14.9pp | 82.1%-16.9pp |
| Annual return | 19.84% | 24.03%-4.2pp | 22.74%-2.9pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,547 | $5,160-70.0% | $4,136-62.6% | $4,837-68.0% |
| Participant deferral / active EE | $2,135 | $6,440-66.9% | $5,506-61.2% | $6,341-66.3% |
| Admin fee / account holder | $6 | $13,259-100.0% | $10,280-99.9% | $12,309-99.9% |