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 | $17,405 | $73,933-76.5% | $96,683-82.0% | $75,163-76.8% |
| Participation rate | 48.2% | 66.4%-18.2pp | 74.3%-26.1pp | 67.2%-19.0pp |
| Annual return | 26.46% | 26.70%-0.2pp | 35.69%-9.2pp | 160.62%-134.2pp |
| Employer contribution / active EE | $1,501 | $2,928-48.7% | $3,737-59.8% | $2,670-43.8% |
| Participant deferral / active EE | $3,589 | $3,659-1.9% | $4,878-26.4% | $4,125-13.0% |
| Admin fee / account holder | $257 | $5,216-95.1% | $6,730-96.2% | $5,651-95.5% |