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 4-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 | $6,991 | $57,281-87.8% | $86,612-91.9% | $75,163-90.7% |
| Participation rate | 58.0% | 63.2%-5.2pp | 71.7%-13.7pp | 67.2%-9.2pp |
| Annual return | 22.74% | 2670.75%-2648.0pp | 591.07%-568.3pp | 160.62%-137.9pp |
| Employer contribution / active EE | $664 | $2,314-71.3% | $3,022-78.0% | $2,670-75.1% |
| Participant deferral / active EE | $1,511 | $3,318-54.5% | $4,438-66.0% | $4,125-63.4% |
| Admin fee / account holder | $248 | $4,112-94.0% | $5,614-95.6% | $5,651-95.6% |