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 | $8,073 | $148,534-94.6% | $135,903-94.1% | $139,434-94.2% |
| Participation rate | 61.1% | 83.9%-22.7pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 163.44% | 79.19%+84.3pp | 68.23%+95.2pp | 372.94%-209.5pp |
| Employer contribution / active EE | $1,749 | $5,243-66.6% | $4,856-64.0% | $4,751-63.2% |
| Participant deferral / active EE | $2,691 | $8,100-66.8% | $7,758-65.3% | $6,710-59.9% |
| Admin fee / account holder | $120 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |