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 | $8,211 | $76,552-89.3% | $123,892-93.4% | $62,891-86.9% |
| Participation rate | 60.0% | 73.0%-13.0pp | 81.4%-21.4pp | 69.3%-9.3pp |
| Annual return | 12.64% | 18.68%-6.0pp | 47.52%-34.9pp | 20.14%-7.5pp |
| Employer contribution / active EE | $888 | $2,883-69.2% | $4,617-80.8% | $2,281-61.1% |
| Participant deferral / active EE | $2,318 | $4,840-52.1% | $5,984-61.3% | $3,203-27.6% |
| Admin fee / account holder | $151 | $4,826-96.9% | $8,357-98.2% | $4,296-96.5% |