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 3-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 | $10,575 | $117,841-91.0% | $102,423-89.7% | $145,922-92.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 41.26% | 31.65%+9.6pp | 29.32%+11.9pp | 561.29%-520.0pp |
| Employer contribution / active EE | $3,309 | $3,615-8.5% | $3,023+9.5% | $4,660-29.0% |
| Participant deferral / active EE | $4,297 | $5,731-25.0% | $5,053-15.0% | $6,688-35.7% |
| Admin fee / account holder | $159 | $13,326-98.8% | $9,451-98.3% | $13,397-98.8% |