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 9-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 | $14,644 | $45,438-67.8% | $80,004-81.7% | $59,632-75.4% |
| Participation rate | 63.9% | 63.7%+0.2pp | 73.0%-9.1pp | 68.7%-4.8pp |
| Annual return | -2.02% | 5.10%-7.1pp | 7.63%-9.6pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $739 | $1,236-40.2% | $2,473-70.1% | $2,203-66.5% |
| Participant deferral / active EE | $1,162 | $2,231-47.9% | $3,204-63.7% | $3,192-63.6% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |