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 | $5,745 | $159,901-96.4% | $146,958-96.1% | $145,922-96.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 24.81% | 98.13%-73.3pp | 418.34%-393.5pp | 561.29%-536.5pp |
| Employer contribution / active EE | $1,467 | $5,286-72.3% | $4,933-70.3% | $4,660-68.5% |
| Participant deferral / active EE | $2,603 | $8,428-69.1% | $8,070-67.7% | $6,688-61.1% |
| Admin fee / account holder | $5 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |