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 | $4,758 | $96,305-95.1% | $80,569-94.1% | $139,434-96.6% |
| Participation rate | 63.6% | 73.6%-10.0pp | 67.0%-3.4pp | 80.3%-16.7pp |
| Annual return | 33.57% | 1350.08%-1316.5pp | 935.43%-901.9pp | 372.94%-339.4pp |
| Employer contribution / active EE | $544 | $3,262-83.3% | $2,723-80.0% | $4,751-88.6% |
| Participant deferral / active EE | $1,431 | $5,232-72.6% | $4,447-67.8% | $6,710-78.7% |
| Admin fee / account holder | $181 | $6,599-97.3% | $5,377-96.6% | $11,403-98.4% |