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 | $14,395 | $88,707-83.8% | $74,183-80.6% | $273,961-94.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 14.67% | 11.94%+2.7pp | 17.74%-3.1pp | 41.45%-26.8pp |
| Employer contribution / active EE | $2,013 | $3,159-36.3% | $2,370-15.1% | $4,869-58.7% |
| Participant deferral / active EE | $4,541 | $4,212+7.8% | $3,550+27.9% | $5,287-14.1% |
| Admin fee / account holder | $122 | $8,717-98.6% | $5,586-97.8% | $10,132-98.8% |