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 | $8,007 | $60,349-86.7% | $74,183-89.2% | $62,891-87.3% |
| Participation rate | 42.3% | 72.7%-30.4pp | 76.6%-34.3pp | 69.3%-27.0pp |
| Annual return | 11.25% | 21.37%-10.1pp | 17.74%-6.5pp | 20.14%-8.9pp |
| Employer contribution / active EE | $663 | $1,680-60.5% | $2,370-72.0% | $2,281-70.9% |
| Participant deferral / active EE | $1,411 | $2,856-50.6% | $3,550-60.3% | $3,203-56.0% |
| Admin fee / account holder | $291 | $4,261-93.2% | $5,586-94.8% | $4,296-93.2% |