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 | $8,806 | $154,117-94.3% | $129,995-93.2% | $139,434-93.7% |
| Participation rate | 52.4% | 82.0%-29.6pp | 78.5%-26.1pp | 80.3%-27.9pp |
| Annual return | 46.97% | 32.48%+14.5pp | -137.18%+184.1pp | 372.94%-326.0pp |
| Employer contribution / active EE | $1,191 | $5,289-77.5% | $4,320-72.4% | $4,751-74.9% |
| Participant deferral / active EE | $2,464 | $6,710-63.3% | $5,820-57.7% | $6,710-63.3% |
| Admin fee / account holder | $20 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |