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 | $10,673 | $73,933-85.6% | $96,683-89.0% | $75,163-85.8% |
| Participation rate | 23.3% | 66.4%-43.1pp | 74.3%-51.0pp | 67.2%-43.9pp |
| Annual return | 39.30% | 26.70%+12.6pp | 35.69%+3.6pp | 160.62%-121.3pp |
| Employer contribution / active EE | $966 | $2,928-67.0% | $3,737-74.1% | $2,670-63.8% |
| Participant deferral / active EE | $1,661 | $3,659-54.6% | $4,878-66.0% | $4,125-59.7% |
| Admin fee / account holder | $221 | $5,216-95.8% | $6,730-96.7% | $5,651-96.1% |