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 | $14,334 | $78,705-81.8% | $117,854-87.8% | $70,131-79.6% |
| Participation rate | 57.3% | 73.2%-15.9pp | 79.7%-22.3pp | 69.5%-12.2pp |
| Annual return | 20.74% | 23.30%-2.6pp | 335.08%-314.3pp | 73.14%-52.4pp |
| Employer contribution / active EE | $938 | $2,223-57.8% | $3,786-75.2% | $2,342-60.0% |
| Participant deferral / active EE | $1,703 | $3,297-48.4% | $4,482-62.0% | $3,332-48.9% |
| Admin fee / account holder | $76 | $5,065-98.5% | $8,020-99.0% | $4,645-98.4% |