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 | $100,773-95.0% | $88,946-94.4% | $142,382-96.5% |
| Participation rate | 69.6% | 74.3%-4.7pp | 68.8%+0.7pp | 80.1%-10.6pp |
| Annual return | 22.07% | 70.18%-48.1pp | 57.82%-35.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $881 | $2,918-69.8% | $2,555-65.5% | $4,299-79.5% |
| Participant deferral / active EE | $1,225 | $5,230-76.6% | $4,581-73.3% | $6,507-81.2% |
| Admin fee / account holder | $122 | $9,693-98.7% | $8,261-98.5% | $12,624-99.0% |