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 4-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 | $28,649 | $94,625-69.7% | $116,228-75.4% | $84,808-66.2% |
| Participation rate | 53.8% | 70.4%-16.6pp | 74.6%-20.7pp | 68.3%-14.5pp |
| Annual return | 20.71% | 20.40%+0.3pp | 90.06%-69.3pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,607 | $2,347-31.5% | $2,994-46.3% | $2,631-38.9% |
| Participant deferral / active EE | $3,518 | $3,972-11.4% | $4,953-29.0% | $4,212-16.5% |
| Admin fee / account holder | $0 | $10,091-100.0% | $11,989-100.0% | $7,344-100.0% |