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 | $8,268 | $48,795-83.1% | $65,493-87.4% | $84,808-90.3% |
| Participation rate | 69.7% | 67.0%+2.7pp | 73.1%-3.4pp | 68.3%+1.4pp |
| Annual return | 19.53% | 20.20%-0.7pp | 982.45%-962.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,786 | $2,928-39.0% | $3,961-54.9% | $4,212-57.6% |
| Admin fee / account holder | $98 | $3,877-97.5% | $5,028-98.0% | $7,344-98.7% |