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 | $4,364 | $156,846-97.2% | $121,098-96.4% | $139,434-96.9% |
| Participation rate | 68.4% | 76.4%-8.0pp | 69.5%-1.1pp | 80.3%-11.9pp |
| Annual return | 26.23% | 1474.56%-1448.3pp | 985.75%-959.5pp | 372.94%-346.7pp |
| Employer contribution / active EE | $760 | $5,536-86.3% | $4,164-81.7% | $4,751-84.0% |
| Participant deferral / active EE | $730 | $4,844-84.9% | $4,080-82.1% | $6,710-89.1% |
| Admin fee / account holder | $31 | $6,946-99.6% | $5,644-99.4% | $11,403-99.7% |