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 | $10,913 | $43,075-74.7% | $74,583-85.4% | $62,891-82.6% |
| Participation rate | 68.6% | 58.1%+10.5pp | 68.1%+0.5pp | 69.3%-0.7pp |
| Annual return | 11.78% | 17.50%-5.7pp | 20.47%-8.7pp | 20.14%-8.4pp |
| Employer contribution / active EE | $1,217 | $1,498-18.8% | $2,525-51.8% | $2,281-46.7% |
| Participant deferral / active EE | $2,005 | $2,389-16.1% | $3,458-42.0% | $3,203-37.4% |
| Admin fee / account holder | $168 | $2,840-94.1% | $4,138-95.9% | $4,296-96.1% |