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 | $19,887 | $109,881-81.9% | $150,045-86.7% | $84,808-76.6% |
| Participation rate | 64.6% | 76.1%-11.5pp | 82.3%-17.7pp | 68.3%-3.7pp |
| Annual return | 21.83% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,244 | $3,561-65.1% | $4,693-73.5% | $2,631-52.7% |
| Participant deferral / active EE | $2,747 | $6,636-58.6% | $7,997-65.7% | $4,212-34.8% |
| Admin fee / account holder | $71 | $8,568-99.2% | $13,435-99.5% | $7,344-99.0% |