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 | $10,270 | $148,534-93.1% | $135,903-92.4% | $139,434-92.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 31.07% | 79.19%-48.1pp | 68.23%-37.2pp | 372.94%-341.9pp |
| Employer contribution / active EE | $2,320 | $5,243-55.8% | $4,856-52.2% | $4,751-51.2% |
| Participant deferral / active EE | $5,400 | $8,100-33.3% | $7,758-30.4% | $6,710-19.5% |
| Admin fee / account holder | $53 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |