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 | $12,842 | $56,054-77.1% | $171,082-92.5% | $62,891-79.6% |
| Participation rate | 44.0% | 62.9%-18.9pp | 76.7%-32.7pp | 69.3%-25.3pp |
| Annual return | 6.10% | 22.52%-16.4pp | 32.56%-26.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $951 | $1,731-45.1% | $4,002-76.2% | $2,281-58.3% |
| Participant deferral / active EE | $1,740 | $3,158-44.9% | $4,797-63.7% | $3,203-45.7% |
| Admin fee / account holder | $201 | $3,647-94.5% | $8,520-97.6% | $4,296-95.3% |