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 | $11,930 | $60,349-80.2% | $74,183-83.9% | $62,891-81.0% |
| Participation rate | 23.5% | 72.7%-49.2pp | 76.6%-53.1pp | 69.3%-45.8pp |
| Annual return | 15.10% | 21.37%-6.3pp | 17.74%-2.6pp | 20.14%-5.0pp |
| Employer contribution / active EE | $609 | $1,680-63.7% | $2,370-74.3% | $2,281-73.3% |
| Participant deferral / active EE | $1,410 | $2,856-50.6% | $3,550-60.3% | $3,203-56.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |