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 | $6,283 | $152,509-95.9% | $117,472-94.7% | $134,475-95.3% |
| Participation rate | 35.3% | 77.1%-41.8pp | 70.6%-35.3pp | 81.2%-45.9pp |
| Annual return | -7.32% | 52.99%-60.3pp | 29.74%-37.1pp | 417.96%-425.3pp |
| Employer contribution / active EE | $260 | $5,571-95.3% | $4,176-93.8% | $4,740-94.5% |
| Participant deferral / active EE | $521 | $4,818-89.2% | $4,070-87.2% | $6,400-91.9% |
| Admin fee / account holder | $170 | $7,004-97.6% | $5,645-97.0% | $11,426-98.5% |