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 | $8,284 | $111,754-92.6% | $103,333-92.0% | $145,922-94.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 17.29% | 24.77%-7.5pp | 24.88%-7.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,297 | $4,212-69.2% | $3,868-66.5% | $4,660-72.2% |
| Participant deferral / active EE | $2,582 | $5,619-54.0% | $5,057-48.9% | $6,688-61.4% |
| Admin fee / account holder | $29 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |