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 | $11,991 | $71,050-83.1% | $93,606-87.2% | $80,856-85.2% |
| Participation rate | 56.2% | 60.4%-4.2pp | 68.7%-12.6pp | 67.6%-11.5pp |
| Annual return | 26.95% | 11.26%+15.7pp | 133.20%-106.2pp | 35.59%-8.6pp |
| Employer contribution / active EE | $1,083 | $1,564-30.7% | $2,420-55.2% | $2,755-60.7% |
| Participant deferral / active EE | $1,558 | $4,034-61.4% | $4,411-64.7% | $4,296-63.7% |
| Admin fee / account holder | $264 | $6,945-96.2% | $8,285-96.8% | $6,918-96.2% |