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 | $5,971 | $57,281-89.6% | $86,612-93.1% | $75,163-92.1% |
| Participation rate | 61.8% | 63.2%-1.4pp | 71.7%-9.9pp | 67.2%-5.4pp |
| Annual return | 32.68% | 2670.75%-2638.1pp | 591.07%-558.4pp | 160.62%-127.9pp |
| Employer contribution / active EE | $915 | $2,314-60.5% | $3,022-69.7% | $2,670-65.7% |
| Participant deferral / active EE | $2,179 | $3,318-34.3% | $4,438-50.9% | $4,125-47.2% |
| Admin fee / account holder | $87 | $4,112-97.9% | $5,614-98.4% | $5,651-98.5% |