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 3-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 | $14,565 | $117,841-87.6% | $102,423-85.8% | $145,922-90.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.00% | 31.65%-17.6pp | 29.32%-15.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,346 | $3,615-62.8% | $3,023-55.5% | $4,660-71.1% |
| Participant deferral / active EE | $2,056 | $5,731-64.1% | $5,053-59.3% | $6,688-69.3% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |