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 | $8,783 | $108,919-91.9% | $100,391-91.3% | $145,922-94.0% |
| Participation rate | 57.1% | 82.9%-25.8pp | 81.5%-24.3pp | 80.3%-23.1pp |
| Annual return | 30.30% | 57.88%-27.6pp | 49.20%-18.9pp | 561.29%-531.0pp |
| Employer contribution / active EE | $906 | $4,419-79.5% | $3,942-77.0% | $4,660-80.5% |
| Participant deferral / active EE | $5,017 | $8,445-40.6% | $8,082-37.9% | $6,688-25.0% |
| Admin fee / account holder | $10 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |