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 | $8,604 | $63,764-86.5% | $81,930-89.5% | $79,858-89.2% |
| Participation rate | 60.0% | 67.5%-7.5pp | 72.0%-12.0pp | 69.6%-9.6pp |
| Annual return | 19.25% | 22.66%-3.4pp | 29.49%-10.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $485 | $1,795-73.0% | $4,310-88.8% | $2,471-80.4% |
| Participant deferral / active EE | $1,190 | $2,780-57.2% | $7,107-83.3% | $3,740-68.2% |
| Admin fee / account holder | $295 | $4,426-93.3% | $5,158-94.3% | $5,306-94.4% |