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 5-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 | $27,729 | $140,588-80.3% | $123,104-77.5% | $125,391-77.9% |
| Participation rate | 42.9% | 88.2%-45.3pp | 86.8%-43.9pp | 83.2%-40.3pp |
| Annual return | -2.81% | 16.80%-19.6pp | 13.22%-16.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $3,245 | $6,041-46.3% | $5,151-37.0% | $4,866-33.3% |
| Participant deferral / active EE | $5,204 | $6,980-25.4% | $6,230-16.5% | $5,352-2.8% |
| Admin fee / account holder | $45 | $11,198-99.6% | $9,015-99.5% | $9,540-99.5% |