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 7-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 | $5,265 | $64,324-91.8% | $118,925-95.6% | $79,858-93.4% |
| Participation rate | 37.8% | 64.9%-27.1pp | 75.4%-37.6pp | 69.6%-31.9pp |
| Annual return | 107.77% | 86.45%+21.3pp | 35.88%+71.9pp | 31.71%+76.1pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,698 | $2,824-39.9% | $4,265-60.2% | $3,740-54.6% |
| Admin fee / account holder | $205 | $4,040-94.9% | $6,581-96.9% | $5,306-96.1% |