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 | $5,964 | $45,312-86.8% | $86,233-93.1% | $67,986-91.2% |
| Participation rate | 41.2% | 42.4%-1.2pp | 69.0%-27.8pp | 57.2%-16.0pp |
| Annual return | 18.56% | 24.79%-6.2pp | 61.39%-42.8pp | 31.67%-13.1pp |
| Employer contribution / active EE | $305 | $1,160-73.7% | $2,504-87.8% | $2,019-84.9% |
| Participant deferral / active EE | $747 | $2,185-65.8% | $4,559-83.6% | $3,358-77.8% |
| Admin fee / account holder | $164 | $3,295-95.0% | $8,342-98.0% | $3,203-94.9% |