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 | $12,695 | $175,202-92.8% | $149,673-91.5% | $139,434-90.9% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 155.03% | 166.71%-11.7pp | 134.42%+20.6pp | 372.94%-217.9pp |
| Employer contribution / active EE | $2,556 | $5,474-53.3% | $4,818-46.9% | $4,751-46.2% |
| Participant deferral / active EE | $4,001 | $6,519-38.6% | $5,680-29.6% | $6,710-40.4% |
| Admin fee / account holder | $54 | $16,150-99.7% | $13,210-99.6% | $11,403-99.5% |