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 5-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 | $17,704 | $71,883-75.4% | $86,677-79.6% | $68,494-74.2% |
| Participation rate | 44.9% | 72.2%-27.3pp | 76.6%-31.7pp | 67.9%-23.0pp |
| Annual return | 91.70% | 3.52%+88.2pp | 35.91%+55.8pp | -7.84%+99.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,160 | $3,779+10.1% | $4,656-10.6% | $4,027+3.3% |
| Admin fee / account holder | $22 | $6,112-99.6% | $7,493-99.7% | $5,403-99.6% |