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 10-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 | $4,102 | $35,183-88.3% | $73,545-94.4% | $70,131-94.2% |
| Participation rate | 27.8% | 42.9%-15.2pp | 54.9%-27.2pp | 69.5%-41.8pp |
| Annual return | 52.86% | 26.90%+26.0pp | -15.16%+68.0pp | 73.14%-20.3pp |
| Employer contribution / active EE | $374 | $709-47.3% | $1,219-69.4% | $2,342-84.1% |
| Participant deferral / active EE | $635 | $1,220-48.0% | $1,806-64.9% | $3,332-80.9% |
| Admin fee / account holder | $199 | $2,302-91.4% | $2,320-91.4% | $4,645-95.7% |