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 | $12,853 | $93,346-86.2% | $71,796-82.1% | $273,961-95.3% |
| Participation rate | 36.8% | 76.5%-39.7pp | 69.1%-32.3pp | 83.0%-46.2pp |
| Annual return | 8.01% | 130.39%-122.4pp | 78.04%-70.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $354 | $2,733-87.1% | $1,924-81.6% | $4,869-92.7% |
| Participant deferral / active EE | $1,675 | $3,475-51.8% | $2,794-40.1% | $5,287-68.3% |
| Admin fee / account holder | $107 | $6,571-98.4% | $4,815-97.8% | $10,132-98.9% |