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 | $21,113 | $185,822-88.6% | $169,993-87.6% | $139,434-84.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 26.45% | 60.50%-34.1pp | 53.37%-26.9pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,538 | $7,590-79.7% | $6,785-77.3% | $4,751-67.6% |
| Participant deferral / active EE | $4,969 | $11,622-57.2% | $10,408-52.3% | $6,710-25.9% |
| Admin fee / account holder | $78 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |