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 8-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 | $10,699 | $95,971-88.9% | $74,550-85.6% | $135,375-92.1% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | 13.01% | 56.96%-43.9pp | 32.53%-19.5pp | 519.73%-506.7pp |
| Employer contribution / active EE | $1,793 | $2,716-34.0% | $1,961-8.6% | $4,779-62.5% |
| Participant deferral / active EE | $3,088 | $3,843-19.6% | $3,108-0.6% | $5,609-44.9% |
| Admin fee / account holder | $34 | $6,522-99.5% | $5,060-99.3% | $10,827-99.7% |