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 | $13,268 | $91,538-85.5% | $129,995-89.8% | $75,163-82.3% |
| Participation rate | 36.1% | 71.4%-35.4pp | 78.5%-42.4pp | 67.2%-31.1pp |
| Annual return | 21.23% | -631.11%+652.3pp | -137.18%+158.4pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,041 | $2,845-63.4% | $4,320-75.9% | $2,670-61.0% |
| Participant deferral / active EE | $2,079 | $4,341-52.1% | $5,820-64.3% | $4,125-49.6% |
| Admin fee / account holder | $288 | $6,790-95.8% | $10,614-97.3% | $5,651-94.9% |