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 | $16,998 | $93,571-81.8% | $135,903-87.5% | $75,163-77.4% |
| Participation rate | 38.7% | 75.2%-36.5pp | 81.9%-43.2pp | 67.2%-28.5pp |
| Annual return | 36.71% | 30.90%+5.8pp | 68.23%-31.5pp | 160.62%-123.9pp |
| Employer contribution / active EE | $1,182 | $3,537-66.6% | $4,856-75.7% | $2,670-55.7% |
| Participant deferral / active EE | $3,258 | $6,404-49.1% | $7,758-58.0% | $4,125-21.0% |
| Admin fee / account holder | $1 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |