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 | $5,506 | $48,795-88.7% | $65,493-91.6% | $84,808-93.5% |
| Participation rate | 65.4% | 67.0%-1.6pp | 73.1%-7.7pp | 68.3%-2.9pp |
| Annual return | 31.48% | 20.20%+11.3pp | 982.45%-951.0pp | 40.90%-9.4pp |
| Employer contribution / active EE | $755 | $1,930-60.9% | $2,574-70.7% | $2,631-71.3% |
| Participant deferral / active EE | $2,523 | $2,928-13.8% | $3,961-36.3% | $4,212-40.1% |
| Admin fee / account holder | $61 | $3,877-98.4% | $5,028-98.8% | $7,344-99.2% |