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 | $5,629 | $72,277-92.2% | $101,248-94.4% | $79,858-93.0% |
| Participation rate | 54.1% | 68.5%-14.4pp | 75.8%-21.8pp | 69.6%-15.6pp |
| Annual return | 51.95% | 22.30%+29.7pp | 46.47%+5.5pp | 31.71%+20.2pp |
| Employer contribution / active EE | $858 | $2,692-68.1% | $3,660-76.6% | $2,471-65.3% |
| Participant deferral / active EE | $1,488 | $3,282-54.7% | $4,370-66.0% | $3,740-60.2% |
| Admin fee / account holder | $21 | $4,400-99.5% | $5,945-99.6% | $5,306-99.6% |