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 | $10,397 | $43,075-75.9% | $74,583-86.1% | $62,891-83.5% |
| Participation rate | 43.1% | 58.1%-14.9pp | 68.1%-25.0pp | 69.3%-26.2pp |
| Annual return | 13.66% | 17.50%-3.8pp | 20.47%-6.8pp | 20.14%-6.5pp |
| Employer contribution / active EE | $321 | $1,498-78.6% | $2,525-87.3% | $2,281-85.9% |
| Participant deferral / active EE | $1,105 | $2,389-53.8% | $3,458-68.1% | $3,203-65.5% |
| Admin fee / account holder | $133 | $2,840-95.3% | $4,138-96.8% | $4,296-96.9% |