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 5-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 | $9,165 | $61,774-85.2% | $97,226-90.6% | $80,856-88.7% |
| Participation rate | 64.7% | 63.5%+1.2pp | 72.7%-8.0pp | 67.6%-2.9pp |
| Annual return | 14.86% | -557.90%+572.8pp | 75.13%-60.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,542 | $1,837-16.0% | $2,729-43.5% | $2,755-44.0% |
| Participant deferral / active EE | $1,577 | $3,029-47.9% | $4,264-63.0% | $4,296-63.3% |
| Admin fee / account holder | $239 | $5,166-95.4% | $5,654-95.8% | $6,918-96.5% |