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 | $8,159 | $57,281-85.8% | $86,612-90.6% | $75,163-89.1% |
| Participation rate | 41.5% | 63.2%-21.7pp | 71.7%-30.2pp | 67.2%-25.7pp |
| Annual return | 34.44% | 2670.75%-2636.3pp | 591.07%-556.6pp | 160.62%-126.2pp |
| Employer contribution / active EE | $620 | $2,314-73.2% | $3,022-79.5% | $2,670-76.8% |
| Participant deferral / active EE | $1,173 | $3,318-64.6% | $4,438-73.6% | $4,125-71.6% |
| Admin fee / account holder | $38 | $4,112-99.1% | $5,614-99.3% | $5,651-99.3% |