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 | $11,956 | $55,472-78.4% | $155,567-92.3% | $74,546-84.0% |
| Participation rate | 29.2% | 61.9%-32.7pp | 78.2%-49.0pp | 67.2%-38.0pp |
| Annual return | 11.45% | 268.72%-257.3pp | 64.74%-53.3pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,291 | $2,838-54.5% | $5,628-77.1% | $4,347-70.3% |
| Admin fee / account holder | $239 | $1,743-86.3% | $15,916-98.5% | $1,944-87.7% |