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 5-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 | $18,879 | $99,652-81.1% | $78,778-76.0% | $147,584-87.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 64.72% | 47.28%+17.4pp | 35.62%+29.1pp | 578.55%-513.8pp |
| Employer contribution / active EE | $2,000 | $2,796-28.5% | $1,986+0.7% | $4,876-59.0% |
| Participant deferral / active EE | $5,000 | $3,664+36.5% | $2,958+69.0% | $5,439-8.1% |
| Admin fee / account holder | $37 | $7,155-99.5% | $5,134-99.3% | $10,885-99.7% |