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 | $13,787 | $71,050-80.6% | $93,606-85.3% | $80,856-82.9% |
| Participation rate | 59.4% | 60.4%-1.0pp | 68.7%-9.3pp | 67.6%-8.3pp |
| Annual return | 10.44% | 11.26%-0.8pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,667 | $1,564+6.6% | $2,420-31.1% | $2,755-39.5% |
| Participant deferral / active EE | $3,502 | $4,034-13.2% | $4,411-20.6% | $4,296-18.5% |
| Admin fee / account holder | $230 | $6,945-96.7% | $8,285-97.2% | $6,918-96.7% |