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 7-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 | $11,381 | $90,503-87.4% | $78,689-85.5% | $273,961-95.8% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 10.75% | 75.60%-64.9pp | 62.18%-51.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,040 | $3,176-67.3% | $2,851-63.5% | $4,869-78.6% |
| Participant deferral / active EE | $1,560 | $3,901-60.0% | $3,517-55.6% | $5,287-70.5% |
| Admin fee / account holder | $41 | $5,263-99.2% | $4,510-99.1% | $10,132-99.6% |