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 7-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 | $4,683 | $81,208-94.2% | $98,907-95.3% | $79,858-94.1% |
| Participation rate | 56.4% | 72.5%-16.1pp | 76.0%-19.6pp | 69.6%-13.2pp |
| Annual return | 39.83% | 60.99%-21.2pp | 196.43%-156.6pp | 31.71%+8.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,459 | $3,265-55.3% | $4,244-65.6% | $3,740-61.0% |
| Admin fee / account holder | $64 | $6,013-98.9% | $6,642-99.0% | $5,306-98.8% |