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 | $10,231 | $49,227-79.2% | $70,449-85.5% | $79,858-87.2% |
| Participation rate | 65.5% | 69.2%-3.7pp | 75.1%-9.5pp | 69.6%-4.1pp |
| Annual return | 14.76% | 30.06%-15.3pp | 109.03%-94.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $454 | $2,099-78.4% | $2,737-83.4% | $2,471-81.6% |
| Participant deferral / active EE | $1,901 | $2,768-31.3% | $3,709-48.7% | $3,740-49.2% |
| Admin fee / account holder | $160 | $2,878-94.5% | $3,845-95.9% | $5,306-97.0% |