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 4-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 | $13,409 | $66,098-79.7% | $101,794-86.8% | $74,304-82.0% |
| Participation rate | 47.7% | 53.8%-6.0pp | 69.2%-21.4pp | 60.3%-12.6pp |
| Annual return | 22.46% | 19.59%+2.9pp | 30.53%-8.1pp | 29.43%-7.0pp |
| Employer contribution / active EE | $955 | $1,082-11.7% | $2,289-58.3% | $2,241-57.4% |
| Participant deferral / active EE | $1,287 | $2,781-53.7% | $4,084-68.5% | $3,767-65.8% |
| Admin fee / account holder | $169 | $4,146-95.9% | $8,777-98.1% | $2,969-94.3% |