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 4-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 | $13,033 | $71,050-81.7% | $93,606-86.1% | $80,856-83.9% |
| Participation rate | 56.0% | 60.4%-4.4pp | 68.7%-12.7pp | 67.6%-11.6pp |
| Annual return | 15.69% | 11.26%+4.4pp | 133.20%-117.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $750 | $1,564-52.0% | $2,420-69.0% | $2,755-72.8% |
| Participant deferral / active EE | $1,656 | $4,034-58.9% | $4,411-62.5% | $4,296-61.5% |
| Admin fee / account holder | $175 | $6,945-97.5% | $8,285-97.9% | $6,918-97.5% |