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 | $5,506 | $47,479-88.4% | $62,929-91.3% | $82,448-93.3% |
| Participation rate | 65.4% | 66.9%-1.5pp | 73.1%-7.7pp | 68.1%-2.7pp |
| Annual return | 31.48% | 20.34%+11.1pp | 1063.93%-1032.4pp | 41.64%-10.2pp |
| Employer contribution / active EE | $755 | $1,885-59.9% | $2,505-69.8% | $2,551-70.4% |
| Participant deferral / active EE | $2,523 | $2,870-12.1% | $3,888-35.1% | $4,139-39.0% |
| Admin fee / account holder | $61 | $3,804-98.4% | $5,065-98.8% | $7,234-99.2% |