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 3-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 | $5,099 | $48,230-89.4% | $67,502-92.4% | $80,856-93.7% |
| Participation rate | 53.6% | 66.4%-12.7pp | 72.9%-19.3pp | 67.6%-14.0pp |
| Annual return | 24.69% | 18.28%+6.4pp | 3512.12%-3487.4pp | 35.59%-10.9pp |
| Employer contribution / active EE | $808 | $2,020-60.0% | $2,731-70.4% | $2,755-70.7% |
| Participant deferral / active EE | $1,177 | $2,924-59.8% | $4,000-70.6% | $4,296-72.6% |
| Admin fee / account holder | $268 | $3,681-92.7% | $3,998-93.3% | $6,918-96.1% |