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 6-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 | $3,054 | $169,032-98.2% | $129,207-97.6% | $145,922-97.9% |
| Participation rate | 52.2% | 76.4%-24.3pp | 69.6%-17.4pp | 80.3%-28.1pp |
| Annual return | 13.54% | 14330.11%-14316.6pp | 9417.33%-9403.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $677 | $5,537-87.8% | $4,153-83.7% | $4,660-85.5% |
| Participant deferral / active EE | $414 | $4,987-91.7% | $4,168-90.1% | $6,688-93.8% |
| Admin fee / account holder | $260 | $9,954-97.4% | $7,715-96.6% | $13,397-98.1% |