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 7-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 | $5,539 | $72,277-92.3% | $101,248-94.5% | $79,858-93.1% |
| Participation rate | 58.8% | 68.5%-9.6pp | 75.8%-17.0pp | 69.6%-10.8pp |
| Annual return | 132.22% | 22.30%+109.9pp | 46.47%+85.7pp | 31.71%+100.5pp |
| Employer contribution / active EE | $1,120 | $2,692-58.4% | $3,660-69.4% | $2,471-54.7% |
| Participant deferral / active EE | $1,783 | $3,282-45.7% | $4,370-59.2% | $3,740-52.3% |
| Admin fee / account holder | $22 | $4,400-99.5% | $5,945-99.6% | $5,306-99.6% |