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 6-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 | $12,418 | $75,828-83.6% | $147,614-91.6% | $59,632-79.2% |
| Participation rate | 56.3% | 71.6%-15.3pp | 84.6%-28.4pp | 68.7%-12.4pp |
| Annual return | -1.58% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $678 | $3,485-80.5% | $5,564-87.8% | $2,203-69.2% |
| Participant deferral / active EE | $1,967 | $3,130-37.2% | $4,895-59.8% | $3,192-38.4% |
| Admin fee / account holder | $255 | $5,985-95.7% | $11,611-97.8% | $4,297-94.1% |