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 6-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 | $5,204 | $110,502-95.3% | $80,716-93.6% | $167,490-96.9% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 19.97% | 120.54%-100.6pp | 87.28%-67.3pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,195 | $1,543-22.6% | $1,160+3.0% | $4,837-75.3% |
| Participant deferral / active EE | $1,544 | $2,871-46.2% | $2,146-28.0% | $6,341-75.6% |
| Admin fee / account holder | $9 | $4,545-99.8% | $3,380-99.7% | $12,309-99.9% |