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 | $4,467 | $100,773-95.6% | $88,946-95.0% | $142,382-96.9% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 18.50% | 70.18%-51.7pp | 57.82%-39.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,526 | $2,918-47.7% | $2,555-40.3% | $4,299-64.5% |
| Participant deferral / active EE | $4,321 | $5,230-17.4% | $4,581-5.7% | $6,507-33.6% |
| Admin fee / account holder | $39 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |