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 | $48,750-87.8% | $88,946-93.3% | $74,304-92.0% |
| Participation rate | 41.2% | 44.5%-3.3pp | 68.8%-27.7pp | 60.3%-19.2pp |
| Annual return | 18.56% | 25.91%-7.3pp | 57.82%-39.3pp | 29.43%-10.9pp |
| Employer contribution / active EE | $305 | $1,255-75.7% | $2,555-88.1% | $2,241-86.4% |
| Participant deferral / active EE | $747 | $2,423-69.2% | $4,581-83.7% | $3,767-80.2% |
| Admin fee / account holder | $164 | $3,756-95.6% | $8,261-98.0% | $2,969-94.5% |