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 | $16,974 | $118,450-85.7% | $98,439-82.8% | $139,434-87.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 20.12% | 18.94%+1.2pp | 21.16%-1.0pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,727 | $3,609-52.2% | $3,048-43.3% | $4,751-63.7% |
| Participant deferral / active EE | $2,351 | $5,392-56.4% | $4,738-50.4% | $6,710-65.0% |
| Admin fee / account holder | $28 | $14,026-99.8% | $8,948-99.7% | $11,403-99.8% |