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 | $12,890 | $148,534-91.3% | $135,903-90.5% | $139,434-90.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 40.66% | 79.19%-38.5pp | 68.23%-27.6pp | 372.94%-332.3pp |
| Employer contribution / active EE | $2,152 | $5,243-59.0% | $4,856-55.7% | $4,751-54.7% |
| Participant deferral / active EE | $2,690 | $8,100-66.8% | $7,758-65.3% | $6,710-59.9% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |