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 6-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 | $14,105 | $115,770-87.8% | $101,248-86.1% | $158,922-91.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 68.79% | 56.14%+12.6pp | 46.47%+22.3pp | 302.83%-234.0pp |
| Employer contribution / active EE | $1,501 | $4,175-64.0% | $3,660-59.0% | $4,761-68.5% |
| Participant deferral / active EE | $9,193 | $4,957+85.5% | $4,370+110.4% | $5,982+53.7% |
| Admin fee / account holder | $39 | $7,245-99.5% | $5,945-99.3% | $11,246-99.7% |