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 | $3,874 | $46,553-91.7% | $64,056-94.0% | $75,163-94.8% |
| Participation rate | 28.6% | 65.9%-37.4pp | 72.3%-43.7pp | 67.2%-38.6pp |
| Annual return | 315.98% | 26.03%+290.0pp | 33.69%+282.3pp | 160.62%+155.4pp |
| Employer contribution / active EE | $394 | $1,974-80.0% | $2,747-85.7% | $2,670-85.2% |
| Participant deferral / active EE | $850 | $2,837-70.0% | $3,880-78.1% | $4,125-79.4% |
| Admin fee / account holder | $46 | $2,952-98.5% | $3,068-98.5% | $5,651-99.2% |