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 | $6,168 | $110,257-94.4% | $96,544-93.6% | $139,434-95.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 71.23% | 26.32%+44.9pp | 25.84%+45.4pp | 372.94%-301.7pp |
| Employer contribution / active EE | $1,639 | $3,620-54.7% | $2,965-44.7% | $4,751-65.5% |
| Participant deferral / active EE | $2,116 | $5,548-61.9% | $4,851-56.4% | $6,710-68.5% |
| Admin fee / account holder | $281 | $11,591-97.6% | $8,252-96.6% | $11,403-97.5% |