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 | $4,470 | $70,669-93.7% | $169,368-97.4% | $75,163-94.1% |
| Participation rate | 63.0% | 64.8%-1.8pp | 77.1%-14.2pp | 67.2%-4.2pp |
| Annual return | 47.38% | 36.36%+11.0pp | 405.60%-358.2pp | 160.62%-113.2pp |
| Employer contribution / active EE | $746 | $2,211-66.3% | $4,013-81.4% | $2,670-72.1% |
| Participant deferral / active EE | $1,436 | $4,311-66.7% | $6,221-76.9% | $4,125-65.2% |
| Admin fee / account holder | $110 | $5,402-98.0% | $9,003-98.8% | $5,651-98.1% |