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 8-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 | $16,685 | $72,277-76.9% | $101,248-83.5% | $79,858-79.1% |
| Participation rate | 54.1% | 68.5%-14.4pp | 75.8%-21.7pp | 69.6%-15.5pp |
| Annual return | 26.04% | 22.30%+3.7pp | 46.47%-20.4pp | 31.71%-5.7pp |
| Employer contribution / active EE | $1,004 | $2,692-62.7% | $3,660-72.6% | $2,471-59.3% |
| Participant deferral / active EE | $2,985 | $3,282-9.0% | $4,370-31.7% | $3,740-20.2% |
| Admin fee / account holder | $290 | $4,400-93.4% | $5,945-95.1% | $5,306-94.5% |