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 | $9,914 | $86,929-88.6% | $102,423-90.3% | $80,856-87.7% |
| Participation rate | 58.8% | 72.4%-13.6pp | 76.5%-17.7pp | 67.6%-8.8pp |
| Annual return | 18.27% | 18.88%-0.6pp | 29.32%-11.1pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,879 | $2,369-20.7% | $3,023-37.8% | $2,755-31.8% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $96 | $8,049-98.8% | $9,451-99.0% | $6,918-98.6% |