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 | $11,129 | $52,580-78.8% | $71,671-84.5% | $70,131-84.1% |
| Participation rate | 64.5% | 60.9%+3.6pp | 68.7%-4.2pp | 69.5%-5.0pp |
| Annual return | 22.01% | 20.25%+1.8pp | 20.65%+1.4pp | 73.14%-51.1pp |
| Employer contribution / active EE | $972 | $1,616-39.9% | $2,460-60.5% | $2,342-58.5% |
| Participant deferral / active EE | $1,380 | $2,386-42.2% | $3,438-59.9% | $3,332-58.6% |
| Admin fee / account holder | $239 | $3,653-93.5% | $5,558-95.7% | $4,645-94.9% |