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 3-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 | $19,389 | $127,386-84.8% | $115,037-83.1% | $125,391-84.5% |
| Participation rate | 57.9% | 84.2%-26.3pp | 81.4%-23.5pp | 83.2%-25.3pp |
| Annual return | 104.06% | 31.28%+72.8pp | 26.14%+77.9pp | 282.22%-178.2pp |
| Employer contribution / active EE | $2,364 | $5,166-54.2% | $4,608-48.7% | $4,866-51.4% |
| Participant deferral / active EE | $5,147 | $6,423-19.9% | $6,026-14.6% | $5,352-3.8% |
| Admin fee / account holder | $19 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |