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 | $1,610 | $61,272-97.4% | $149,673-98.9% | $71,457-97.7% |
| Participation rate | 67.6% | 62.5%+5.1pp | 78.8%-11.1pp | 67.9%-0.3pp |
| Annual return | 76.59% | 35.85%+40.7pp | 134.42%-57.8pp | 28.85%+47.7pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,054 | $2,917-63.9% | $5,680-81.4% | $4,289-75.4% |
| Admin fee / account holder | $63 | $1,261-95.0% | $13,210-99.5% | $1,587-96.0% |