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 | $28,300 | $87,841-67.8% | $133,980-78.9% | $62,891-55.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 87.1%-20.4pp | 69.3%-2.6pp |
| Annual return | 10.68% | 12.05%-1.4pp | 29.30%-18.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,314 | $3,483-62.3% | $5,211-74.8% | $2,281-42.4% |
| Participant deferral / active EE | $2,848 | $4,812-40.8% | $6,282-54.7% | $3,203-11.1% |
| Admin fee / account holder | $222 | $5,371-95.9% | $9,324-97.6% | $4,296-94.8% |