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 10-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 | $10,427 | $52,279-80.1% | $89,391-88.3% | $79,858-86.9% |
| Participation rate | 59.3% | 57.5%+1.8pp | 68.0%-8.7pp | 69.6%-10.3pp |
| Annual return | 17.92% | 22.16%-4.2pp | 245.62%-227.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,257 | $2,740-54.1% | $3,890-67.7% | $3,740-66.4% |
| Admin fee / account holder | $170 | $3,356-94.9% | $4,881-96.5% | $5,306-96.8% |