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 | $17,277 | $117,841-85.3% | $102,423-83.1% | $145,922-88.2% |
| Participation rate | 65.2% | 78.6%-13.4pp | 76.5%-11.3pp | 80.3%-15.1pp |
| Annual return | 15.96% | 31.65%-15.7pp | 29.32%-13.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,719 | $3,615-52.4% | $3,023-43.1% | $4,660-63.1% |
| Participant deferral / active EE | $2,191 | $5,731-61.8% | $5,053-56.6% | $6,688-67.2% |
| Admin fee / account holder | $40 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |