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 | $12,206 | $65,409-81.3% | $98,442-87.6% | $85,850-85.8% |
| Participation rate | 17.9% | 65.0%-47.1pp | 73.3%-55.5pp | 69.3%-51.5pp |
| Annual return | 29.85% | 21.76%+8.1pp | 1492.73%-1462.9pp | 318.53%-288.7pp |
| Employer contribution / active EE | $1,493 | $2,168-31.1% | $2,960-49.5% | $2,565-41.8% |
| Participant deferral / active EE | $2,668 | $3,166-15.7% | $4,276-37.6% | $3,952-32.5% |
| Admin fee / account holder | $28 | $4,593-99.4% | $5,949-99.5% | $6,260-99.5% |