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 | $11,786 | $90,503-87.0% | $78,689-85.0% | $273,961-95.7% |
| Participation rate | 61.1% | 76.5%-15.4pp | 73.6%-12.5pp | 83.0%-21.9pp |
| Annual return | 12.24% | 75.60%-63.4pp | 62.18%-49.9pp | 41.45%-29.2pp |
| Employer contribution / active EE | $393 | $3,176-87.6% | $2,851-86.2% | $4,869-91.9% |
| Participant deferral / active EE | $3,019 | $3,901-22.6% | $3,517-14.2% | $5,287-42.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |