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 | $7,043 | $91,538-92.3% | $129,995-94.6% | $75,163-90.6% |
| Participation rate | 68.0% | 71.4%-3.4pp | 78.5%-10.5pp | 67.2%+0.8pp |
| Annual return | 39.95% | -631.11%+671.1pp | -137.18%+177.1pp | 160.62%-120.7pp |
| Employer contribution / active EE | $1,137 | $2,845-60.0% | $4,320-73.7% | $2,670-57.4% |
| Participant deferral / active EE | $2,463 | $4,341-43.3% | $5,820-57.7% | $4,125-40.3% |
| Admin fee / account holder | $33 | $6,790-99.5% | $10,614-99.7% | $5,651-99.4% |