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 | $6,517 | $99,341-93.4% | $84,750-92.3% | $273,961-97.6% |
| Participation rate | 45.0% | 80.7%-35.7pp | 76.6%-31.6pp | 83.0%-38.0pp |
| Annual return | 30.99% | 22.93%+8.1pp | 22.78%+8.2pp | 41.45%-10.5pp |
| Employer contribution / active EE | $757 | $4,214-82.0% | $3,574-78.8% | $4,869-84.5% |
| Participant deferral / active EE | $1,834 | $4,269-57.0% | $3,712-50.6% | $5,287-65.3% |
| Admin fee / account holder | $41 | $6,644-99.4% | $5,332-99.2% | $10,132-99.6% |