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 | $17,572 | $162,781-89.2% | $133,956-86.9% | $158,922-88.9% |
| Participation rate | 23.5% | 83.2%-59.7pp | 79.8%-56.3pp | 82.0%-58.4pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,000 | $4,975-59.8% | $3,919-49.0% | $4,761-58.0% |
| Participant deferral / active EE | $4,088 | $5,911-30.8% | $5,048-19.0% | $5,982-31.7% |
| Admin fee / account holder | $23 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |