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 | $19,907 | $228,332-91.3% | $185,823-89.3% | $158,922-87.5% |
| Participation rate | 58.3% | 82.3%-24.0pp | 78.0%-19.7pp | 82.0%-23.6pp |
| Annual return | 24.09% | 40.80%-16.7pp | 35.95%-11.9pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,445 | $4,967-70.9% | $4,087-64.6% | $4,761-69.6% |
| Participant deferral / active EE | $2,377 | $6,415-62.9% | $5,632-57.8% | $5,982-60.3% |
| Admin fee / account holder | $18 | $11,864-99.9% | $9,500-99.8% | $11,246-99.8% |