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 | $8,747 | $77,314-88.7% | $177,989-95.1% | $80,856-89.2% |
| Participation rate | 46.0% | 65.7%-19.7pp | 77.1%-31.1pp | 67.6%-21.6pp |
| Annual return | 22.36% | 18.09%+4.3pp | 294.48%-272.1pp | 35.59%-13.2pp |
| Employer contribution / active EE | $878 | $2,292-61.7% | $3,949-77.8% | $2,755-68.1% |
| Participant deferral / active EE | $1,541 | $4,411-65.1% | $6,276-75.4% | $4,296-64.1% |
| Admin fee / account holder | $8 | $7,191-99.9% | $10,363-99.9% | $6,918-99.9% |