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 4-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 | $12,302 | $148,534-91.7% | $135,903-90.9% | $139,434-91.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 37.94% | 79.19%-41.3pp | 68.23%-30.3pp | 372.94%-335.0pp |
| Employer contribution / active EE | $1,233 | $5,243-76.5% | $4,856-74.6% | $4,751-74.1% |
| Participant deferral / active EE | $3,043 | $8,100-62.4% | $7,758-60.8% | $6,710-54.6% |
| Admin fee / account holder | $270 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |