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 | $9,800 | $64,348-84.8% | $90,160-89.1% | $70,131-86.0% |
| Participation rate | 55.6% | 70.4%-14.9pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 36.65% | 28.13%+8.5pp | 34.88%+1.8pp | 73.14%-36.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,518 | $4,389-19.8% | $5,288-33.5% | $3,332+5.6% |
| Admin fee / account holder | $9 | $3,944-99.8% | $5,943-99.8% | $4,645-99.8% |