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 | $11,968 | $67,984-82.4% | $65,493-81.7% | $74,304-83.9% |
| Participation rate | 38.5% | 66.3%-27.8pp | 73.1%-34.6pp | 60.3%-21.8pp |
| Annual return | 13.02% | 19.87%-6.8pp | 982.45%-969.4pp | 29.43%-16.4pp |
| Employer contribution / active EE | $952 | $2,491-61.8% | $2,574-63.0% | $2,241-57.5% |
| Participant deferral / active EE | $1,121 | $3,346-66.5% | $3,961-71.7% | $3,767-70.3% |
| Admin fee / account holder | $27 | $1,373-98.0% | $5,028-99.5% | $2,969-99.1% |