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 | $2,201 | $169,032-98.7% | $129,207-98.3% | $145,922-98.5% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 12.36% | 14330.11%-14317.8pp | 9417.33%-9405.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $361 | $5,537-93.5% | $4,153-91.3% | $4,660-92.2% |
| Participant deferral / active EE | $354 | $4,987-92.9% | $4,168-91.5% | $6,688-94.7% |
| Admin fee / account holder | $54 | $9,954-99.5% | $7,715-99.3% | $13,397-99.6% |