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 8-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 | $5,016 | $60,022-91.6% | $88,946-94.4% | $84,808-94.1% |
| Participation rate | 54.9% | 57.8%-2.9pp | 68.8%-13.9pp | 68.3%-13.4pp |
| Annual return | 20.01% | 22.43%-2.4pp | 57.82%-37.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $509 | $1,703-70.1% | $2,555-80.1% | $2,631-80.7% |
| Participant deferral / active EE | $811 | $3,114-74.0% | $4,581-82.3% | $4,212-80.8% |
| Admin fee / account holder | $53 | $4,811-98.9% | $8,261-99.4% | $7,344-99.3% |