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 | $3,509 | $80,717-95.7% | $154,803-97.7% | $84,808-95.9% |
| Participation rate | 61.3% | 66.8%-5.5pp | 78.1%-16.8pp | 68.3%-7.0pp |
| Annual return | 15.87% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $408 | $2,761-85.2% | $4,305-90.5% | $2,631-84.5% |
| Participant deferral / active EE | $1,252 | $3,303-62.1% | $5,540-77.4% | $4,212-70.3% |
| Admin fee / account holder | $294 | $6,746-95.6% | $14,329-98.0% | $7,344-96.0% |