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 5-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 | $19,086 | $154,117-87.6% | $129,995-85.3% | $139,434-86.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 30.02% | 32.48%-2.5pp | -137.18%+167.2pp | 372.94%-342.9pp |
| Employer contribution / active EE | $1,358 | $5,289-74.3% | $4,320-68.6% | $4,751-71.4% |
| Participant deferral / active EE | $3,790 | $6,710-43.5% | $5,820-34.9% | $6,710-43.5% |
| Admin fee / account holder | $105 | $14,007-99.3% | $10,614-99.0% | $11,403-99.1% |