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 | $7,310 | $154,117-95.3% | $129,995-94.4% | $139,434-94.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 30.64% | 32.48%-1.8pp | -137.18%+167.8pp | 372.94%-342.3pp |
| Employer contribution / active EE | $1,702 | $5,289-67.8% | $4,320-60.6% | $4,751-64.2% |
| Participant deferral / active EE | $1,953 | $6,710-70.9% | $5,820-66.4% | $6,710-70.9% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |