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 | $23,490 | $101,724-76.9% | $164,813-85.7% | $80,856-70.9% |
| Participation rate | 34.4% | 71.8%-37.5pp | 78.6%-44.2pp | 67.6%-33.3pp |
| Annual return | 10.71% | 16.72%-6.0pp | 69.93%-59.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,022 | $2,953-65.4% | $4,341-76.4% | $2,755-62.9% |
| Participant deferral / active EE | $2,141 | $4,477-52.2% | $6,031-64.5% | $4,296-50.2% |
| Admin fee / account holder | $244 | $8,227-97.0% | $12,690-98.1% | $6,918-96.5% |