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 5-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 | $8,240 | $63,442-87.0% | $68,791-88.0% | $66,914-87.7% |
| Participation rate | 28.8% | 60.0%-31.2pp | 69.0%-40.2pp | 69.8%-41.0pp |
| Annual return | 47.77% | -8.29%+56.1pp | -6.38%+54.2pp | 1.58%+46.2pp |
| Employer contribution / active EE | $675 | $1,775-62.0% | $2,655-74.6% | $2,544-73.5% |
| Participant deferral / active EE | $1,066 | $2,945-63.8% | $3,941-73.0% | $4,237-74.8% |
| Admin fee / account holder | $229 | $577-60.4% | $4,932-95.4% | $593-61.4% |