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 5-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 | $5,008 | $95,416-94.8% | $185,823-97.3% | $85,850-94.2% |
| Participation rate | 45.2% | 68.8%-23.6pp | 81.7%-36.5pp | 69.3%-24.2pp |
| Annual return | 14.74% | 23.59%-8.8pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $445 | $3,314-86.6% | $5,167-91.4% | $2,565-82.6% |
| Participant deferral / active EE | $1,178 | $3,423-65.6% | $5,568-78.8% | $3,952-70.2% |
| Admin fee / account holder | $33 | $7,213-99.5% | $16,237-99.8% | $6,260-99.5% |