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 | $2,988 | $159,901-98.1% | $146,958-98.0% | $145,922-98.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 57.37% | 98.13%-40.8pp | 418.34%-361.0pp | 561.29%-503.9pp |
| Employer contribution / active EE | $1,593 | $5,286-69.9% | $4,933-67.7% | $4,660-65.8% |
| Participant deferral / active EE | $3,091 | $8,428-63.3% | $8,070-61.7% | $6,688-53.8% |
| Admin fee / account holder | $127 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |