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 | $4,679 | $137,256-96.6% | $42,613-89.0% | $137,256-96.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 73.5%-6.9pp | 80.0%-13.3pp |
| Annual return | 18.53% | 220.34%-201.8pp | 19.23%-0.7pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,006 | $4,156-75.8% | $1,687-40.3% | $4,156-75.8% |
| Participant deferral / active EE | $4,955 | $6,407-22.7% | $4,456+11.2% | $6,407-22.7% |
| Admin fee / account holder | $70 | $12,270-99.4% | $2,621-97.3% | $12,270-99.4% |