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 3-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 | $5,635 | $48,230-88.3% | $67,502-91.7% | $80,856-93.0% |
| Participation rate | 58.3% | 66.4%-8.0pp | 72.9%-14.5pp | 67.6%-9.3pp |
| Annual return | 41.04% | 18.28%+22.8pp | 3512.12%-3471.1pp | 35.59%+5.4pp |
| Employer contribution / active EE | $797 | $2,020-60.5% | $2,731-70.8% | $2,755-71.1% |
| Participant deferral / active EE | $1,207 | $2,924-58.7% | $4,000-69.8% | $4,296-71.9% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |