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 | $6,153 | $140,940-95.6% | $112,229-94.5% | $139,434-95.6% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 48.59% | 32.71%+15.9pp | 30.20%+18.4pp | 372.94%-324.4pp |
| Employer contribution / active EE | $1,448 | $4,283-66.2% | $3,430-57.8% | $4,751-69.5% |
| Participant deferral / active EE | $3,933 | $5,874-33.0% | $4,798-18.0% | $6,710-41.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |