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 | $5,151 | $99,341-94.8% | $84,750-93.9% | $273,961-98.1% |
| Participation rate | 45.8% | 80.7%-34.9pp | 76.6%-30.8pp | 83.0%-37.2pp |
| Annual return | 40.77% | 22.93%+17.8pp | 22.78%+18.0pp | 41.45%-0.7pp |
| Employer contribution / active EE | $776 | $4,214-81.6% | $3,574-78.3% | $4,869-84.1% |
| Participant deferral / active EE | $1,334 | $4,269-68.8% | $3,712-64.1% | $5,287-74.8% |
| Admin fee / account holder | $186 | $6,644-97.2% | $5,332-96.5% | $10,132-98.2% |