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 9-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 | $20,885 | $91,538-77.2% | $129,995-83.9% | $75,163-72.2% |
| Participation rate | 44.2% | 71.4%-27.2pp | 78.5%-34.3pp | 67.2%-23.0pp |
| Annual return | 19.04% | -631.11%+650.1pp | -137.18%+156.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,569 | $2,845-44.9% | $4,320-63.7% | $2,670-41.2% |
| Participant deferral / active EE | $3,227 | $4,341-25.7% | $5,820-44.5% | $4,125-21.8% |
| Admin fee / account holder | $256 | $6,790-96.2% | $10,614-97.6% | $5,651-95.5% |