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 | $9,006 | $76,000-88.1% | $154,107-94.2% | $64,186-86.0% |
| Participation rate | 32.4% | 70.4%-38.1pp | 83.0%-50.7pp | 69.6%-37.2pp |
| Annual return | 15.52% | 30.32%-14.8pp | 735.12%-719.6pp | 7.63%+7.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,399 | $3,175-55.9% | $5,081-72.5% | $3,470-59.7% |
| Admin fee / account holder | $117 | $5,596-97.9% | $13,411-99.1% | $4,888-97.6% |