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 | $4,993 | $97,125-94.9% | $86,233-94.2% | $137,256-96.4% |
| Participation rate | 69.6% | 74.2%-4.6pp | 69.0%+0.5pp | 80.0%-10.4pp |
| Annual return | 22.07% | 74.19%-52.1pp | 61.39%-39.3pp | 220.34%-198.3pp |
| Employer contribution / active EE | $881 | $2,841-69.0% | $2,504-64.8% | $4,156-78.8% |
| Participant deferral / active EE | $1,225 | $5,180-76.4% | $4,559-73.1% | $6,407-80.9% |
| Admin fee / account holder | $122 | $9,725-98.8% | $8,342-98.5% | $12,270-99.0% |