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 | $8,798 | $73,933-88.1% | $96,683-90.9% | $75,163-88.3% |
| Participation rate | 69.5% | 66.4%+3.1pp | 74.3%-4.9pp | 67.2%+2.3pp |
| Annual return | 232.88% | 26.70%+206.2pp | 35.69%+197.2pp | 160.62%+72.3pp |
| Employer contribution / active EE | $1,623 | $2,928-44.6% | $3,737-56.6% | $2,670-39.2% |
| Participant deferral / active EE | $2,130 | $3,659-41.8% | $4,878-56.3% | $4,125-48.4% |
| Admin fee / account holder | $116 | $5,216-97.8% | $6,730-98.3% | $5,651-97.9% |