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 | $17,276 | $94,031-81.6% | $115,768-85.1% | $82,448-79.0% |
| Participation rate | 55.0% | 70.4%-15.4pp | 74.4%-19.4pp | 68.1%-13.1pp |
| Annual return | 16.40% | 20.61%-4.2pp | 100.46%-84.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,213 | $2,323-47.8% | $2,940-58.8% | $2,551-52.5% |
| Participant deferral / active EE | $2,042 | $3,972-48.6% | $4,917-58.5% | $4,139-50.7% |
| Admin fee / account holder | $280 | $10,249-97.3% | $12,439-97.8% | $7,234-96.1% |