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 | $12,606 | $124,281-89.9% | $109,143-88.4% | $167,490-92.5% |
| Participation rate | 61.5% | 79.4%-17.9pp | 75.9%-14.3pp | 82.1%-20.6pp |
| Annual return | 16.19% | 26.04%-9.8pp | 25.75%-9.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $816 | $4,207-80.6% | $3,722-78.1% | $4,837-83.1% |
| Participant deferral / active EE | $5,142 | $5,255-2.2% | $4,653+10.5% | $6,341-18.9% |
| Admin fee / account holder | $47 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |