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 8-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 | $4,947 | $37,426-86.8% | $77,482-93.6% | $79,858-93.8% |
| Participation rate | 36.0% | 41.5%-5.5pp | 54.2%-18.2pp | 69.6%-33.6pp |
| Annual return | 28.20% | 39.70%-11.5pp | 54.79%-26.6pp | 31.71%-3.5pp |
| Employer contribution / active EE | $206 | $637-67.6% | $986-79.1% | $2,471-91.7% |
| Participant deferral / active EE | $840 | $1,260-33.3% | $1,861-54.8% | $3,740-77.5% |
| Admin fee / account holder | $299 | $2,504-88.1% | $2,858-89.5% | $5,306-94.4% |