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 3-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 | $15,692 | $102,382-84.7% | $147,005-89.3% | $80,874-80.6% |
| Participation rate | 53.8% | 75.8%-22.0pp | 82.2%-28.3pp | 67.6%-13.8pp |
| Annual return | 19.80% | 134.89%-115.1pp | 418.76%-399.0pp | 35.62%-15.8pp |
| Employer contribution / active EE | $1,851 | $3,715-50.2% | $4,934-62.5% | $2,756-32.8% |
| Participant deferral / active EE | $5,314 | $6,646-20.0% | $8,070-34.1% | $4,297+23.7% |
| Admin fee / account holder | $90 | $7,942-98.9% | $13,006-99.3% | $6,935-98.7% |