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 3-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 | $4,452 | $109,982-96.0% | $97,226-95.4% | $145,922-96.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 31.32% | 242.90%-211.6pp | 75.13%-43.8pp | 561.29%-530.0pp |
| Employer contribution / active EE | $1,232 | $3,084-60.1% | $2,729-54.9% | $4,660-73.6% |
| Participant deferral / active EE | $1,245 | $4,676-73.4% | $4,264-70.8% | $6,688-81.4% |
| Admin fee / account holder | $7 | $6,221-99.9% | $5,654-99.9% | $13,397-99.9% |