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 | $5,340 | $109,982-95.1% | $97,226-94.5% | $145,922-96.3% |
| Participation rate | 68.2% | 75.9%-7.8pp | 72.7%-4.5pp | 80.3%-12.1pp |
| Annual return | 18.26% | 242.90%-224.6pp | 75.13%-56.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,008 | $3,084-67.3% | $2,729-63.1% | $4,660-78.4% |
| Participant deferral / active EE | $1,455 | $4,676-68.9% | $4,264-65.9% | $6,688-78.2% |
| Admin fee / account holder | $7 | $6,221-99.9% | $5,654-99.9% | $13,397-99.9% |