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 3-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 | $1,574 | $56,053-97.2% | $75,972-97.9% | $80,856-98.1% |
| Participation rate | 55.6% | 62.0%-6.5pp | 69.1%-13.5pp | 67.6%-12.1pp |
| Annual return | 39.35% | 20.53%+18.8pp | 359.55%-320.2pp | 35.59%+3.8pp |
| Employer contribution / active EE | $400 | $1,874-78.6% | $2,685-85.1% | $2,755-85.5% |
| Participant deferral / active EE | $1,408 | $3,052-53.9% | $4,255-66.9% | $4,296-67.2% |
| Admin fee / account holder | $219 | $5,234-95.8% | $6,467-96.6% | $6,918-96.8% |