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 7-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 | $6,504 | $115,770-94.4% | $101,248-93.6% | $158,922-95.9% |
| Participation rate | 56.5% | 79.4%-22.8pp | 75.8%-19.3pp | 82.0%-25.4pp |
| Annual return | 62.15% | 56.14%+6.0pp | 46.47%+15.7pp | 302.83%-240.7pp |
| Employer contribution / active EE | $1,181 | $4,175-71.7% | $3,660-67.7% | $4,761-75.2% |
| Participant deferral / active EE | $2,018 | $4,957-59.3% | $4,370-53.8% | $5,982-66.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |