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 | $4,362 | $127,777-96.6% | $106,548-95.9% | $167,490-97.4% |
| Participation rate | 55.6% | 78.3%-22.7pp | 76.1%-20.6pp | 82.1%-26.5pp |
| Annual return | 31.83% | 33.87%-2.0pp | 26.80%+5.0pp | 478.56%-446.7pp |
| Employer contribution / active EE | $817 | $3,427-76.2% | $2,819-71.0% | $4,837-83.1% |
| Participant deferral / active EE | $1,882 | $5,087-63.0% | $4,398-57.2% | $6,341-70.3% |
| Admin fee / account holder | $174 | $11,228-98.4% | $7,407-97.6% | $12,309-98.6% |