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 | $25,377 | $79,171-67.9% | $102,423-75.2% | $74,495-65.9% |
| Participation rate | 45.1% | 74.8%-29.7pp | 76.5%-31.4pp | 67.2%-22.1pp |
| Annual return | 91.32% | 54.93%+36.4pp | 29.32%+62.0pp | 1364.94%-1273.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,001 | $4,415-9.4% | $5,053-20.8% | $4,346-7.9% |
| Admin fee / account holder | $16 | $2,001-99.2% | $9,451-99.8% | $1,942-99.2% |