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 6-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 | $6,086 | $56,053-89.1% | $75,972-92.0% | $80,856-92.5% |
| Participation rate | 61.5% | 62.0%-0.5pp | 69.1%-7.5pp | 67.6%-6.1pp |
| Annual return | 13.23% | 20.53%-7.3pp | 359.55%-346.3pp | 35.59%-22.4pp |
| Employer contribution / active EE | $900 | $1,874-52.0% | $2,685-66.5% | $2,755-67.3% |
| Participant deferral / active EE | $1,053 | $3,052-65.5% | $4,255-75.3% | $4,296-75.5% |
| Admin fee / account holder | $142 | $5,234-97.3% | $6,467-97.8% | $6,918-98.0% |