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 7-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 | $5,295 | $37,426-85.9% | $77,482-93.2% | $79,858-93.4% |
| Participation rate | 21.6% | 41.5%-19.9pp | 54.2%-32.6pp | 69.6%-48.1pp |
| Annual return | 21.18% | 39.70%-18.5pp | 54.79%-33.6pp | 31.71%-10.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $710 | $1,260-43.7% | $1,861-61.9% | $3,740-81.0% |
| Admin fee / account holder | $136 | $2,504-94.6% | $2,858-95.2% | $5,306-97.4% |