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 | $13,876 | $91,538-84.8% | $129,995-89.3% | $75,163-81.5% |
| Participation rate | 44.4% | 71.4%-27.0pp | 78.5%-34.0pp | 67.2%-22.7pp |
| Annual return | 29.85% | -631.11%+661.0pp | -137.18%+167.0pp | 160.62%-130.8pp |
| Employer contribution / active EE | $1,286 | $2,845-54.8% | $4,320-70.2% | $2,670-51.8% |
| Participant deferral / active EE | $2,457 | $4,341-43.4% | $5,820-57.8% | $4,125-40.4% |
| Admin fee / account holder | $0 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |