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 5-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 | $4,010 | $53,822-92.5% | $75,696-94.7% | $85,850-95.3% |
| Participation rate | 50.0% | 69.1%-19.1pp | 74.8%-24.8pp | 69.3%-19.3pp |
| Annual return | 15.30% | 24.54%-9.2pp | 104.53%-89.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $497 | $2,017-75.4% | $2,743-81.9% | $2,565-80.6% |
| Participant deferral / active EE | $1,305 | $2,895-54.9% | $3,821-65.8% | $3,952-67.0% |
| Admin fee / account holder | $18 | $3,343-99.4% | $3,619-99.5% | $6,260-99.7% |