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 | $7,289 | $159,602-95.4% | $150,045-95.1% | $142,382-94.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 52.47% | 70.24%-17.8pp | 62.55%-10.1pp | 217.08%-164.6pp |
| Employer contribution / active EE | $2,303 | $4,961-53.6% | $4,693-50.9% | $4,299-46.4% |
| Participant deferral / active EE | $3,138 | $8,310-62.2% | $7,997-60.8% | $6,507-51.8% |
| Admin fee / account holder | $33 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |