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 | $3,660 | $100,773-96.4% | $88,946-95.9% | $142,382-97.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 20.18% | 70.18%-50.0pp | 57.82%-37.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $761 | $2,918-73.9% | $2,555-70.2% | $4,299-82.3% |
| Participant deferral / active EE | $1,015 | $5,230-80.6% | $4,581-77.8% | $6,507-84.4% |
| Admin fee / account holder | $38 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |