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 | $9,109 | $77,899-88.3% | $149,673-93.9% | $75,163-87.9% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 25.30% | 31.72%-6.4pp | 134.42%-109.1pp | 160.62%-135.3pp |
| Employer contribution / active EE | $893 | $3,137-71.5% | $4,818-81.5% | $2,670-66.6% |
| Participant deferral / active EE | $1,968 | $3,411-42.3% | $5,680-65.3% | $4,125-52.3% |
| Admin fee / account holder | $196 | $5,956-96.7% | $13,210-98.5% | $5,651-96.5% |