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 | $9,305 | $93,346-90.0% | $71,796-87.0% | $273,961-96.6% |
| Participation rate | 52.9% | 76.5%-23.6pp | 69.1%-16.2pp | 83.0%-30.1pp |
| Annual return | 9.26% | 130.39%-121.1pp | 78.04%-68.8pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,300 | $2,733-52.5% | $1,924-32.5% | $4,869-73.3% |
| Participant deferral / active EE | $1,414 | $3,475-59.3% | $2,794-49.4% | $5,287-73.3% |
| Admin fee / account holder | $227 | $6,571-96.6% | $4,815-95.3% | $10,132-97.8% |