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 | $2,095 | $111,724-98.1% | $93,606-97.8% | $145,922-98.6% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 19.48% | 202.98%-183.5pp | 133.20%-113.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $659 | $3,090-78.7% | $2,420-72.8% | $4,660-85.9% |
| Participant deferral / active EE | $1,302 | $4,912-73.5% | $4,411-70.5% | $6,688-80.5% |
| Admin fee / account holder | $118 | $10,250-98.8% | $8,285-98.6% | $13,397-99.1% |