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 | $15,620 | $115,770-86.5% | $101,248-84.6% | $158,922-90.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 32.15% | 56.14%-24.0pp | 46.47%-14.3pp | 302.83%-270.7pp |
| Employer contribution / active EE | $1,291 | $4,175-69.1% | $3,660-64.7% | $4,761-72.9% |
| Participant deferral / active EE | $3,727 | $4,957-24.8% | $4,370-14.7% | $5,982-37.7% |
| Admin fee / account holder | $136 | $7,245-98.1% | $5,945-97.7% | $11,246-98.8% |