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 | $11,864 | $84,233-85.9% | $170,442-93.0% | $70,131-83.1% |
| Participation rate | 63.6% | 70.8%-7.2pp | 83.6%-20.0pp | 69.5%-5.9pp |
| Annual return | 14.24% | 23.06%-8.8pp | 205.93%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $455 | $3,387-86.6% | $5,433-91.6% | $2,342-80.6% |
| Participant deferral / active EE | $936 | $3,086-69.7% | $4,939-81.1% | $3,332-71.9% |
| Admin fee / account holder | $63 | $5,698-98.9% | $13,880-99.5% | $4,645-98.6% |