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 | $9,297 | $39,122-76.2% | $57,179-83.7% | $62,891-85.2% |
| Participation rate | 69.6% | 70.5%-0.9pp | 75.3%-5.7pp | 69.3%+0.3pp |
| Annual return | 56.56% | 9.23%+47.3pp | 14.59%+42.0pp | 20.14%+36.4pp |
| Employer contribution / active EE | $981 | $1,874-47.6% | $2,682-63.4% | $2,281-57.0% |
| Participant deferral / active EE | $1,890 | $2,374-20.4% | $3,096-39.0% | $3,203-41.0% |
| Admin fee / account holder | $200 | $2,592-92.3% | $3,139-93.6% | $4,296-95.4% |