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 | $5,777 | $81,248-92.9% | $155,509-96.3% | $80,856-92.9% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.0pp | 67.6%-10.5pp |
| Annual return | 19.20% | 33.31%-14.1pp | 64.67%-45.5pp | 35.59%-16.4pp |
| Employer contribution / active EE | $807 | $3,100-74.0% | $4,672-82.7% | $2,755-70.7% |
| Participant deferral / active EE | $1,404 | $3,452-59.3% | $5,626-75.0% | $4,296-67.3% |
| Admin fee / account holder | $135 | $7,997-98.3% | $15,912-99.2% | $6,918-98.0% |