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 | $9,657 | $93,071-89.6% | $74,583-87.1% | $273,961-96.5% |
| Participation rate | 52.2% | 74.9%-22.8pp | 68.1%-15.9pp | 83.0%-30.8pp |
| Annual return | 23.57% | 26.18%-2.6pp | 20.47%+3.1pp | 41.45%-17.9pp |
| Employer contribution / active EE | $1,070 | $3,160-66.1% | $2,525-57.6% | $4,869-78.0% |
| Participant deferral / active EE | $2,740 | $4,160-34.1% | $3,458-20.8% | $5,287-48.2% |
| Admin fee / account holder | $30 | $5,272-99.4% | $4,138-99.3% | $10,132-99.7% |