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 | $14,895 | $65,561-77.3% | $86,188-82.7% | $75,163-80.2% |
| Participation rate | 23.3% | 60.5%-37.2pp | 69.0%-45.7pp | 67.2%-43.9pp |
| Annual return | 27.90% | 46.05%-18.2pp | 1168.45%-1140.5pp | 160.62%-132.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,084 | $3,024-31.1% | $3,985-47.7% | $4,125-49.5% |
| Admin fee / account holder | $231 | $5,474-95.8% | $6,852-96.6% | $5,651-95.9% |