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 | $6,885 | $77,899-91.2% | $149,673-95.4% | $75,163-90.8% |
| Participation rate | 34.0% | 65.6%-31.5pp | 78.8%-44.7pp | 67.2%-33.1pp |
| Annual return | 45.78% | 31.72%+14.1pp | 134.42%-88.6pp | 160.62%-114.8pp |
| Employer contribution / active EE | $624 | $3,137-80.1% | $4,818-87.0% | $2,670-76.6% |
| Participant deferral / active EE | $1,057 | $3,411-69.0% | $5,680-81.4% | $4,125-74.4% |
| Admin fee / account holder | $158 | $5,956-97.3% | $13,210-98.8% | $5,651-97.2% |