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 | $7,820 | $68,547-88.6% | $120,354-93.5% | $80,856-90.3% |
| Participation rate | 51.9% | 61.6%-9.7pp | 71.9%-20.0pp | 67.6%-15.7pp |
| Annual return | 14.30% | 23.60%-9.3pp | 107.15%-92.8pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,250 | $2,051-39.1% | $3,463-63.9% | $2,755-54.6% |
| Participant deferral / active EE | $2,173 | $3,173-31.5% | $4,991-56.5% | $4,296-49.4% |
| Admin fee / account holder | $234 | $5,732-95.9% | $9,423-97.5% | $6,918-96.6% |