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 | $2,981 | $57,016-94.8% | $84,966-96.5% | $80,856-96.3% |
| Participation rate | 58.1% | 56.3%+1.8pp | 67.5%-9.4pp | 67.6%-9.5pp |
| Annual return | 35.42% | 21.66%+13.8pp | 66.38%-31.0pp | 35.59%-0.2pp |
| Employer contribution / active EE | $488 | $1,798-72.9% | $2,727-82.1% | $2,755-82.3% |
| Participant deferral / active EE | $791 | $3,110-74.6% | $4,519-82.5% | $4,296-81.6% |
| Admin fee / account holder | $265 | $4,980-94.7% | $6,149-95.7% | $6,918-96.2% |