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 3-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 | $5,923 | $48,230-87.7% | $67,502-91.2% | $80,856-92.7% |
| Participation rate | 69.0% | 66.4%+2.6pp | 72.9%-3.9pp | 67.6%+1.3pp |
| Annual return | 17.69% | 18.28%-0.6pp | 3512.12%-3494.4pp | 35.59%-17.9pp |
| Employer contribution / active EE | $637 | $2,020-68.5% | $2,731-76.7% | $2,755-76.9% |
| Participant deferral / active EE | $1,505 | $2,924-48.5% | $4,000-62.4% | $4,296-65.0% |
| Admin fee / account holder | $30 | $3,681-99.2% | $3,998-99.2% | $6,918-99.6% |