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 | $14,181 | $65,041-78.2% | $90,951-84.4% | $79,858-82.2% |
| Participation rate | 64.0% | 61.6%+2.4pp | 69.0%-5.0pp | 69.6%-5.6pp |
| Annual return | 123.55% | 30.45%+93.1pp | 134.60%-11.1pp | 31.71%+91.8pp |
| Employer contribution / active EE | $1,725 | $1,247+38.3% | $2,122-18.7% | $2,471-30.2% |
| Participant deferral / active EE | $2,450 | $2,512-2.5% | $3,373-27.4% | $3,740-34.5% |
| Admin fee / account holder | $127 | $4,536-97.2% | $5,959-97.9% | $5,306-97.6% |