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 9-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 | $19,525 | $180,449-89.2% | $154,107-87.3% | $135,375-85.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -0.12% | 888.09%-888.2pp | 735.12%-735.2pp | 519.73%-519.9pp |
| Employer contribution / active EE | $2,176 | $6,035-63.9% | $5,298-58.9% | $4,779-54.5% |
| Participant deferral / active EE | $7,018 | $5,806+20.9% | $5,081+38.1% | $5,609+25.1% |
| Admin fee / account holder | $97 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |