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 | $31,930 | $109,413-70.8% | $156,263-79.6% | $84,808-62.4% |
| Participation rate | 41.4% | 72.7%-31.3pp | 78.9%-37.5pp | 68.3%-26.9pp |
| Annual return | 20.98% | 20.18%+0.8pp | 59.47%-38.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,361 | $2,907-53.2% | $4,333-68.6% | $2,631-48.3% |
| Participant deferral / active EE | $3,260 | $4,590-29.0% | $6,158-47.1% | $4,212-22.6% |
| Admin fee / account holder | -$522 | $9,357-105.6% | $14,255-103.7% | $7,344-107.1% |