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 | $10,909 | $80,968-86.5% | $96,544-88.7% | $75,163-85.5% |
| Participation rate | 19.5% | 71.8%-52.3pp | 76.0%-56.4pp | 67.2%-47.7pp |
| Annual return | 19.94% | 27.06%-7.1pp | 25.84%-5.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,904 | $3,928-51.5% | $4,851-60.7% | $4,125-53.8% |
| Admin fee / account holder | $73 | $6,724-98.9% | $8,252-99.1% | $5,651-98.7% |