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 8-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 | $3,156 | $102,966-96.9% | $90,281-96.5% | $152,861-97.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 35.43% | 95.16%-59.7pp | 78.10%-42.7pp | 345.32%-309.9pp |
| Employer contribution / active EE | $1,164 | $3,139-62.9% | $2,854-59.2% | $4,762-75.6% |
| Participant deferral / active EE | $1,283 | $4,281-70.0% | $3,885-67.0% | $5,850-78.1% |
| Admin fee / account holder | $72 | $6,171-98.8% | $5,351-98.7% | $11,596-99.4% |