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 | $4,630 | $72,277-93.6% | $101,248-95.4% | $79,858-94.2% |
| Participation rate | 50.8% | 68.5%-17.7pp | 75.8%-25.0pp | 69.6%-18.8pp |
| Annual return | 36.15% | 22.30%+13.8pp | 46.47%-10.3pp | 31.71%+4.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,610 | $3,282-51.0% | $4,370-63.2% | $3,740-57.0% |
| Admin fee / account holder | $172 | $4,400-96.1% | $5,945-97.1% | $5,306-96.8% |