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 | $2,864 | $76,407-96.3% | $150,298-98.1% | $82,448-96.5% |
| Participation rate | 62.2% | 66.4%-4.2pp | 77.8%-15.6pp | 68.1%-5.9pp |
| Annual return | 26.36% | 39.99%-13.6pp | 62.79%-36.4pp | 41.64%-15.3pp |
| Employer contribution / active EE | $575 | $2,614-78.0% | $4,154-86.2% | $2,551-77.5% |
| Participant deferral / active EE | $1,160 | $3,214-63.9% | $5,453-78.7% | $4,139-72.0% |
| Admin fee / account holder | $73 | $6,352-98.8% | $14,116-99.5% | $7,234-99.0% |