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 | $12,153 | $71,050-82.9% | $93,606-87.0% | $80,856-85.0% |
| Participation rate | 31.1% | 60.4%-29.3pp | 68.7%-37.6pp | 67.6%-36.5pp |
| Annual return | 16.99% | 11.26%+5.7pp | 133.20%-116.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,415 | $4,034-64.9% | $4,411-67.9% | $4,296-67.1% |
| Admin fee / account holder | $215 | $6,945-96.9% | $8,285-97.4% | $6,918-96.9% |