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 | $4,432 | $127,264-96.5% | $109,895-96.0% | $167,490-97.4% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.2%-19.7pp | 82.1%-27.6pp |
| Annual return | 17.55% | 22.97%-5.4pp | 29.45%-11.9pp | 478.56%-461.0pp |
| Employer contribution / active EE | $310 | $3,322-90.7% | $2,842-89.1% | $4,837-93.6% |
| Participant deferral / active EE | $847 | $4,514-81.2% | $4,048-79.1% | $6,341-86.6% |
| Admin fee / account holder | $20 | $7,114-99.7% | $6,066-99.7% | $12,309-99.8% |