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 | $5,702 | $77,899-92.7% | $149,673-96.2% | $75,163-92.4% |
| Participation rate | 34.1% | 65.6%-31.4pp | 78.8%-44.6pp | 67.2%-33.0pp |
| Annual return | 48.11% | 31.72%+16.4pp | 134.42%-86.3pp | 160.62%-112.5pp |
| Employer contribution / active EE | $414 | $3,137-86.8% | $4,818-91.4% | $2,670-84.5% |
| Participant deferral / active EE | $969 | $3,411-71.6% | $5,680-82.9% | $4,125-76.5% |
| Admin fee / account holder | $54 | $5,956-99.1% | $13,210-99.6% | $5,651-99.1% |