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 | $20,704 | $91,538-77.4% | $129,995-84.1% | $75,163-72.5% |
| Participation rate | 55.7% | 71.4%-15.8pp | 78.5%-22.8pp | 67.2%-11.5pp |
| Annual return | 40.98% | -631.11%+672.1pp | -137.18%+178.2pp | 160.62%-119.6pp |
| Employer contribution / active EE | $2,244 | $2,845-21.1% | $4,320-48.0% | $2,670-15.9% |
| Participant deferral / active EE | $4,762 | $4,341+9.7% | $5,820-18.2% | $4,125+15.4% |
| Admin fee / account holder | $50 | $6,790-99.3% | $10,614-99.5% | $5,651-99.1% |