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 | $15,964 | $126,574-87.4% | $106,213-85.0% | $145,922-89.1% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-46.9pp |
| Annual return | 9.78% | 224.79%-215.0pp | 116.14%-106.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $957 | $3,730-74.3% | $3,171-69.8% | $4,660-79.5% |
| Participant deferral / active EE | $2,322 | $5,724-59.4% | $5,016-53.7% | $6,688-65.3% |
| Admin fee / account holder | $75 | $17,304-99.6% | $11,033-99.3% | $13,397-99.4% |