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 6-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 | $5,701 | $65,409-91.3% | $98,442-94.2% | $85,850-93.4% |
| Participation rate | 54.2% | 65.0%-10.8pp | 73.3%-19.2pp | 69.3%-15.1pp |
| Annual return | 38.22% | 21.76%+16.5pp | 1492.73%-1454.5pp | 318.53%-280.3pp |
| Employer contribution / active EE | $763 | $2,168-64.8% | $2,960-74.2% | $2,565-70.3% |
| Participant deferral / active EE | $1,043 | $3,166-67.1% | $4,276-75.6% | $3,952-73.6% |
| Admin fee / account holder | $221 | $4,593-95.2% | $5,949-96.3% | $6,260-96.5% |