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 | $11,985 | $105,630-88.7% | $87,507-86.3% | $273,961-95.6% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 6.36% | 12.25%-5.9pp | 12.21%-5.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $120 | $3,141-96.2% | $2,550-95.3% | $4,869-97.5% |
| Participant deferral / active EE | $760 | $3,601-78.9% | $3,149-75.9% | $5,287-85.6% |
| Admin fee / account holder | $12 | $4,781-99.7% | $4,221-99.7% | $10,132-99.9% |