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 4-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 | $13,638 | $71,050-80.8% | $93,606-85.4% | $80,856-83.1% |
| Participation rate | 42.3% | 60.4%-18.1pp | 68.7%-26.4pp | 67.6%-25.3pp |
| Annual return | 23.83% | 11.26%+12.6pp | 133.20%-109.4pp | 35.59%-11.8pp |
| Employer contribution / active EE | $1,094 | $1,564-30.0% | $2,420-54.8% | $2,755-60.3% |
| Participant deferral / active EE | $1,287 | $4,034-68.1% | $4,411-70.8% | $4,296-70.0% |
| Admin fee / account holder | $48 | $6,945-99.3% | $8,285-99.4% | $6,918-99.3% |