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 | $5,625 | $58,208-90.3% | $81,812-93.1% | $80,856-93.0% |
| Participation rate | 40.6% | 63.4%-22.8pp | 72.3%-31.7pp | 67.6%-27.0pp |
| Annual return | 32.84% | 41.66%-8.8pp | 773.79%-741.0pp | 35.59%-2.8pp |
| Employer contribution / active EE | $944 | $2,340-59.6% | $2,912-67.6% | $2,755-65.7% |
| Participant deferral / active EE | $1,465 | $3,281-55.4% | $4,319-66.1% | $4,296-65.9% |
| Admin fee / account holder | $33 | $4,981-99.3% | $7,386-99.6% | $6,918-99.5% |