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 | $14,142 | $105,181-86.6% | $159,436-91.1% | $85,850-83.5% |
| Participation rate | 58.3% | 75.8%-17.4pp | 82.8%-24.5pp | 69.3%-11.0pp |
| Annual return | 30.80% | 45.07%-14.3pp | 263.57%-232.8pp | 318.53%-287.7pp |
| Employer contribution / active EE | $2,546 | $3,318-23.3% | $4,829-47.3% | $2,565-0.8% |
| Participant deferral / active EE | $3,987 | $5,945-32.9% | $7,352-45.8% | $3,952+0.9% |
| Admin fee / account holder | $148 | $6,933-97.9% | $10,799-98.6% | $6,260-97.6% |