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 | $6,351 | $111,724-94.3% | $93,606-93.2% | $145,922-95.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 17.39% | 202.98%-185.6pp | 133.20%-115.8pp | 561.29%-543.9pp |
| Employer contribution / active EE | $643 | $3,090-79.2% | $2,420-73.4% | $4,660-86.2% |
| Participant deferral / active EE | $1,772 | $4,912-63.9% | $4,411-59.8% | $6,688-73.5% |
| Admin fee / account holder | $19 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |