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 | $16,629 | $46,869-64.5% | $122,332-86.4% | $70,131-76.3% |
| Participation rate | 69.6% | 58.2%+11.5pp | 71.6%-2.0pp | 69.5%+0.1pp |
| Annual return | 21.99% | 24.22%-2.2pp | 30.27%-8.3pp | 73.14%-51.1pp |
| Employer contribution / active EE | $322 | $1,288-75.0% | $4,050-92.1% | $2,342-86.3% |
| Participant deferral / active EE | $3,185 | $2,166+47.0% | $3,287-3.1% | $3,332-4.4% |
| Admin fee / account holder | $262 | $3,322-92.1% | $5,478-95.2% | $4,645-94.4% |