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 | $6,798 | $175,202-96.1% | $149,673-95.5% | $139,434-95.1% |
| Participation rate | 64.3% | 83.4%-19.1pp | 78.8%-14.5pp | 80.3%-16.0pp |
| Annual return | 34.27% | 166.71%-132.4pp | 134.42%-100.1pp | 372.94%-338.7pp |
| Employer contribution / active EE | $1,933 | $5,474-64.7% | $4,818-59.9% | $4,751-59.3% |
| Participant deferral / active EE | $2,466 | $6,519-62.2% | $5,680-56.6% | $6,710-63.2% |
| Admin fee / account holder | $120 | $16,150-99.3% | $13,210-99.1% | $11,403-98.9% |