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 | $7,785 | $49,922-84.4% | $80,569-90.3% | $75,163-89.6% |
| Participation rate | 33.3% | 55.3%-22.0pp | 67.0%-33.7pp | 67.2%-33.9pp |
| Annual return | 150.00% | 34.69%+115.3pp | 935.43%-785.4pp | 160.62%-10.6pp |
| Employer contribution / active EE | $712 | $1,698-58.1% | $2,723-73.9% | $2,670-73.3% |
| Participant deferral / active EE | $1,528 | $2,990-48.9% | $4,447-65.6% | $4,125-63.0% |
| Admin fee / account holder | $103 | $3,577-97.1% | $5,377-98.1% | $5,651-98.2% |