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 | $6,756 | $77,899-91.3% | $149,673-95.5% | $75,163-91.0% |
| Participation rate | 37.0% | 65.6%-28.5pp | 78.8%-41.7pp | 67.2%-30.2pp |
| Annual return | 26.24% | 31.72%-5.5pp | 134.42%-108.2pp | 160.62%-134.4pp |
| Employer contribution / active EE | $577 | $3,137-81.6% | $4,818-88.0% | $2,670-78.4% |
| Participant deferral / active EE | $1,145 | $3,411-66.4% | $5,680-79.8% | $4,125-72.2% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |