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 | $12,339 | $148,534-91.7% | $135,903-90.9% | $139,434-91.2% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 39.47% | 79.19%-39.7pp | 68.23%-28.8pp | 372.94%-333.5pp |
| Employer contribution / active EE | $1,170 | $5,243-77.7% | $4,856-75.9% | $4,751-75.4% |
| Participant deferral / active EE | $3,972 | $8,100-51.0% | $7,758-48.8% | $6,710-40.8% |
| Admin fee / account holder | $150 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |