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 | $12,541 | $181,894-93.1% | $156,549-92.0% | $273,961-95.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 13.47% | 30.74%-17.3pp | 32.23%-18.8pp | 41.45%-28.0pp |
| Employer contribution / active EE | $1,662 | $6,248-73.4% | $5,501-69.8% | $4,869-65.9% |
| Participant deferral / active EE | $4,170 | $5,550-24.9% | $4,871-14.4% | $5,287-21.1% |
| Admin fee / account holder | $8 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |