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 | $4,155 | $90,503-95.4% | $78,689-94.7% | $273,961-98.5% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 26.26% | 75.60%-49.3pp | 62.18%-35.9pp | 41.45%-15.2pp |
| Employer contribution / active EE | $739 | $3,176-76.7% | $2,851-74.1% | $4,869-84.8% |
| Participant deferral / active EE | $1,778 | $3,901-54.4% | $3,517-49.4% | $5,287-66.4% |
| Admin fee / account holder | $48 | $5,263-99.1% | $4,510-98.9% | $10,132-99.5% |