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 | $10,781 | $111,724-90.4% | $93,606-88.5% | $145,922-92.6% |
| Participation rate | 65.0% | 74.2%-9.2pp | 68.7%-3.7pp | 80.3%-15.3pp |
| Annual return | 16.42% | 202.98%-186.6pp | 133.20%-116.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,371 | $3,090-55.6% | $2,420-43.3% | $4,660-70.6% |
| Participant deferral / active EE | $2,290 | $4,912-53.4% | $4,411-48.1% | $6,688-65.8% |
| Admin fee / account holder | $79 | $10,250-99.2% | $8,285-99.0% | $13,397-99.4% |