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 | $18,492 | $71,050-74.0% | $93,606-80.2% | $80,856-77.1% |
| Participation rate | 65.0% | 60.4%+4.6pp | 68.7%-3.7pp | 67.6%-2.6pp |
| Annual return | 14.04% | 11.26%+2.8pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $923 | $1,564-41.0% | $2,420-61.9% | $2,755-66.5% |
| Participant deferral / active EE | $1,616 | $4,034-59.9% | $4,411-63.4% | $4,296-62.4% |
| Admin fee / account holder | $266 | $6,945-96.2% | $8,285-96.8% | $6,918-96.2% |