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 | $4,622 | $110,261-95.8% | $95,745-95.2% | $139,434-96.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 26.67% | 27.11%-0.4pp | 28.35%-1.7pp | 372.94%-346.3pp |
| Employer contribution / active EE | $619 | $3,257-81.0% | $2,835-78.2% | $4,751-87.0% |
| Participant deferral / active EE | $773 | $4,676-83.5% | $4,245-81.8% | $6,710-88.5% |
| Admin fee / account holder | $19 | $6,613-99.7% | $5,678-99.7% | $11,403-99.8% |