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 7-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 | $6,177 | $48,076-87.2% | $78,689-92.2% | $62,891-90.2% |
| Participation rate | 26.2% | 65.2%-39.1pp | 73.6%-47.4pp | 69.3%-43.2pp |
| Annual return | 16.27% | 31.35%-15.1pp | 62.18%-45.9pp | 20.14%-3.9pp |
| Employer contribution / active EE | $292 | $2,015-85.5% | $2,851-89.7% | $2,281-87.2% |
| Participant deferral / active EE | $812 | $2,588-68.6% | $3,517-76.9% | $3,203-74.6% |
| Admin fee / account holder | $16 | $3,207-99.5% | $4,510-99.6% | $4,296-99.6% |