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 | $8,423 | $112,729-92.5% | $98,716-91.5% | $137,256-93.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 21.41% | 38.48%-17.1pp | 31.81%-10.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $963 | $2,725-64.7% | $2,279-57.7% | $4,156-76.8% |
| Participant deferral / active EE | $1,338 | $4,640-71.2% | $4,048-66.9% | $6,407-79.1% |
| Admin fee / account holder | $25 | $10,129-99.8% | $8,703-99.7% | $12,270-99.8% |