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 | $9,107 | $70,669-87.1% | $169,368-94.6% | $75,163-87.9% |
| Participation rate | 55.1% | 64.8%-9.7pp | 77.1%-22.0pp | 67.2%-12.1pp |
| Annual return | 25.97% | 36.36%-10.4pp | 405.60%-379.6pp | 160.62%-134.6pp |
| Employer contribution / active EE | $665 | $2,211-69.9% | $4,013-83.4% | $2,670-75.1% |
| Participant deferral / active EE | $1,763 | $4,311-59.1% | $6,221-71.7% | $4,125-57.3% |
| Admin fee / account holder | $75 | $5,402-98.6% | $9,003-99.2% | $5,651-98.7% |