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 | $80,717-96.5% | $154,803-98.2% | $84,808-96.6% |
| Participation rate | 62.2% | 66.8%-4.6pp | 78.1%-15.9pp | 68.3%-6.1pp |
| Annual return | 26.36% | 37.96%-11.6pp | 58.88%-32.5pp | 40.90%-14.5pp |
| Employer contribution / active EE | $575 | $2,761-79.2% | $4,305-86.6% | $2,631-78.1% |
| Participant deferral / active EE | $1,160 | $3,303-64.9% | $5,540-79.1% | $4,212-72.5% |
| Admin fee / account holder | $73 | $6,746-98.9% | $14,329-99.5% | $7,344-99.0% |