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 | $11,559 | $175,202-93.4% | $149,673-92.3% | $139,434-91.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 44.32% | 166.71%-122.4pp | 134.42%-90.1pp | 372.94%-328.6pp |
| Employer contribution / active EE | $1,210 | $5,474-77.9% | $4,818-74.9% | $4,751-74.5% |
| Participant deferral / active EE | $2,700 | $6,519-58.6% | $5,680-52.5% | $6,710-59.8% |
| Admin fee / account holder | $33 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |