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 | $16,656 | $80,968-79.4% | $96,544-82.7% | $75,163-77.8% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.3pp | 67.2%-9.5pp |
| Annual return | 19.91% | 27.06%-7.2pp | 25.84%-5.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $862 | $2,282-62.2% | $2,965-70.9% | $2,670-67.7% |
| Participant deferral / active EE | $2,147 | $3,928-45.4% | $4,851-55.7% | $4,125-48.0% |
| Admin fee / account holder | $159 | $6,724-97.6% | $8,252-98.1% | $5,651-97.2% |