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 | $1,630 | $57,281-97.2% | $86,612-98.1% | $75,163-97.8% |
| Participation rate | 64.6% | 63.2%+1.4pp | 71.7%-7.1pp | 67.2%-2.6pp |
| Annual return | 27.31% | 2670.75%-2643.4pp | 591.07%-563.8pp | 160.62%-133.3pp |
| Employer contribution / active EE | $599 | $2,314-74.1% | $3,022-80.2% | $2,670-77.6% |
| Participant deferral / active EE | $852 | $3,318-74.3% | $4,438-80.8% | $4,125-79.4% |
| Admin fee / account holder | $210 | $4,112-94.9% | $5,614-96.3% | $5,651-96.3% |