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 | $9,310 | $102,604-90.9% | $86,188-89.2% | $139,434-93.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 30.25% | 1922.51%-1892.3pp | 1168.45%-1138.2pp | 372.94%-342.7pp |
| Employer contribution / active EE | $1,203 | $3,032-60.3% | $2,380-49.5% | $4,751-74.7% |
| Participant deferral / active EE | $2,231 | $4,676-52.3% | $3,985-44.0% | $6,710-66.7% |
| Admin fee / account holder | $87 | $8,657-99.0% | $6,852-98.7% | $11,403-99.2% |