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 | $3,437 | $175,202-98.0% | $149,673-97.7% | $139,434-97.5% |
| Participation rate | 55.0% | 83.4%-28.4pp | 78.8%-23.8pp | 80.3%-25.3pp |
| Annual return | 118.96% | 166.71%-47.8pp | 134.42%-15.5pp | 372.94%-254.0pp |
| Employer contribution / active EE | $1,112 | $5,474-79.7% | $4,818-76.9% | $4,751-76.6% |
| Participant deferral / active EE | $2,289 | $6,519-64.9% | $5,680-59.7% | $6,710-65.9% |
| Admin fee / account holder | $203 | $16,150-98.7% | $13,210-98.5% | $11,403-98.2% |