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 | $8,423 | $117,983-92.9% | $101,794-91.7% | $142,382-94.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 21.41% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $963 | $2,773-65.3% | $2,289-57.9% | $4,299-77.6% |
| Participant deferral / active EE | $1,338 | $4,714-71.6% | $4,084-67.2% | $6,507-79.4% |
| Admin fee / account holder | $25 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |