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 | $14,599 | $81,460-82.1% | $103,333-85.9% | $80,856-81.9% |
| Participation rate | 53.7% | 66.8%-13.2pp | 74.5%-20.9pp | 67.6%-14.0pp |
| Annual return | 24.65% | 25.55%-0.9pp | 24.88%-0.2pp | 35.59%-10.9pp |
| Employer contribution / active EE | $1,182 | $3,105-61.9% | $3,868-69.4% | $2,755-57.1% |
| Participant deferral / active EE | $1,821 | $3,869-52.9% | $5,057-64.0% | $4,296-57.6% |
| Admin fee / account holder | $16 | $6,566-99.8% | $8,355-99.8% | $6,918-99.8% |