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 | $10,555 | $91,538-88.5% | $129,995-91.9% | $75,163-86.0% |
| Participation rate | 69.1% | 71.4%-2.3pp | 78.5%-9.4pp | 67.2%+1.9pp |
| Annual return | 51.50% | -631.11%+682.6pp | -137.18%+188.7pp | 160.62%-109.1pp |
| Employer contribution / active EE | $1,921 | $2,845-32.5% | $4,320-55.5% | $2,670-28.0% |
| Participant deferral / active EE | $3,758 | $4,341-13.4% | $5,820-35.4% | $4,125-8.9% |
| Admin fee / account holder | $145 | $6,790-97.9% | $10,614-98.6% | $5,651-97.4% |