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 | $4,811 | $51,576-90.7% | $129,207-96.3% | $80,856-94.0% |
| Participation rate | 50.0% | 57.0%-7.0pp | 69.6%-19.6pp | 67.6%-17.6pp |
| Annual return | 16.53% | 20.81%-4.3pp | 9417.33%-9400.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $395 | $1,584-75.1% | $4,153-90.5% | $2,755-85.7% |
| Participant deferral / active EE | $961 | $2,669-64.0% | $4,168-77.0% | $4,296-77.6% |
| Admin fee / account holder | $54 | $4,305-98.8% | $7,715-99.3% | $6,918-99.2% |