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 | $17,958 | $87,013-79.4% | $106,213-83.1% | $80,856-77.8% |
| Participation rate | 53.3% | 70.4%-17.1pp | 75.3%-21.9pp | 67.6%-14.3pp |
| Annual return | 16.32% | 17.05%-0.7pp | 116.14%-99.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,606 | $2,395-32.9% | $3,171-49.3% | $2,755-41.7% |
| Participant deferral / active EE | $2,462 | $3,986-38.2% | $5,016-50.9% | $4,296-42.7% |
| Admin fee / account holder | $153 | $8,431-98.2% | $11,033-98.6% | $6,918-97.8% |