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 | $5,939 | $106,515-94.4% | $96,683-93.9% | $139,434-95.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 41.05% | 38.43%+2.6pp | 35.69%+5.4pp | 372.94%-331.9pp |
| Employer contribution / active EE | $1,273 | $4,103-69.0% | $3,737-65.9% | $4,751-73.2% |
| Participant deferral / active EE | $1,745 | $5,454-68.0% | $4,878-64.2% | $6,710-74.0% |
| Admin fee / account holder | $5 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |