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 6-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 | $11,863 | $78,672-84.9% | $109,143-89.1% | $85,850-86.2% |
| Participation rate | 45.5% | 68.3%-22.8pp | 75.9%-30.4pp | 69.3%-23.9pp |
| Annual return | 21.86% | 25.09%-3.2pp | 25.75%-3.9pp | 318.53%-296.7pp |
| Employer contribution / active EE | $811 | $2,735-70.3% | $3,722-78.2% | $2,565-68.4% |
| Participant deferral / active EE | $1,748 | $3,467-49.6% | $4,653-62.4% | $3,952-55.8% |
| Admin fee / account holder | $243 | $5,469-95.6% | $6,752-96.4% | $6,260-96.1% |