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 | $18,670 | $91,407-79.6% | $135,903-86.3% | $71,457-73.9% |
| Participation rate | 52.3% | 75.7%-23.3pp | 81.9%-29.6pp | 67.9%-15.6pp |
| Annual return | 105.97% | 29.90%+76.1pp | 68.23%+37.7pp | 28.85%+77.1pp |
| Employer contribution / active EE | $1,999 | $3,703-46.0% | $4,856-58.8% | $2,588-22.8% |
| Participant deferral / active EE | $3,416 | $7,092-51.8% | $7,758-56.0% | $4,289-20.3% |
| Admin fee / account holder | $195 | $1,266-84.6% | $10,762-98.2% | $1,587-87.7% |