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 | $10,097 | $90,503-88.8% | $78,689-87.2% | $273,961-96.3% |
| Participation rate | 45.0% | 76.5%-31.5pp | 73.6%-28.6pp | 83.0%-38.0pp |
| Annual return | 7.12% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $901 | $3,176-71.6% | $2,851-68.4% | $4,869-81.5% |
| Participant deferral / active EE | $1,859 | $3,901-52.3% | $3,517-47.1% | $5,287-64.8% |
| Admin fee / account holder | $181 | $5,263-96.6% | $4,510-96.0% | $10,132-98.2% |