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 | $9,247 | $112,729-91.8% | $98,716-90.6% | $137,256-93.3% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 32.51% | 38.48%-6.0pp | 31.81%+0.7pp | 220.34%-187.8pp |
| Employer contribution / active EE | $1,002 | $2,725-63.2% | $2,279-56.0% | $4,156-75.9% |
| Participant deferral / active EE | $2,797 | $4,640-39.7% | $4,048-30.9% | $6,407-56.3% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |