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 | $5,189 | $58,264-91.1% | $86,612-94.0% | $71,457-92.7% |
| Participation rate | 57.4% | 65.0%-7.6pp | 71.7%-14.3pp | 67.9%-10.5pp |
| Annual return | 39.72% | 21.63%+18.1pp | 591.07%-551.3pp | 28.85%+10.9pp |
| Employer contribution / active EE | $1,006 | $2,574-60.9% | $3,022-66.7% | $2,588-61.1% |
| Participant deferral / active EE | $1,487 | $3,436-56.7% | $4,438-66.5% | $4,289-65.3% |
| Admin fee / account holder | $225 | $1,057-78.7% | $5,614-96.0% | $1,587-85.8% |