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 5-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 | $14,090 | $148,534-90.5% | $135,903-89.6% | $139,434-89.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 24.86% | 79.19%-54.3pp | 68.23%-43.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $3,943 | $5,243-24.8% | $4,856-18.8% | $4,751-17.0% |
| Participant deferral / active EE | $8,471 | $8,100+4.6% | $7,758+9.2% | $6,710+26.2% |
| Admin fee / account holder | $140 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |