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 | $2,964 | $57,541-94.8% | $95,745-96.9% | $75,163-96.1% |
| Participation rate | 68.6% | 62.5%+6.1pp | 72.3%-3.7pp | 67.2%+1.4pp |
| Annual return | 26.93% | 34.93%-8.0pp | 28.35%-1.4pp | 160.62%-133.7pp |
| Employer contribution / active EE | $497 | $1,808-72.5% | $2,835-82.5% | $2,670-81.4% |
| Participant deferral / active EE | $1,225 | $3,074-60.1% | $4,245-71.1% | $4,125-70.3% |
| Admin fee / account holder | $31 | $4,099-99.2% | $5,678-99.5% | $5,651-99.5% |