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 | $12,334 | $53,018-76.7% | $70,014-82.4% | $62,891-80.4% |
| Participation rate | 45.0% | 67.2%-22.2pp | 71.8%-26.8pp | 69.3%-24.3pp |
| Annual return | 9.10% | 13.35%-4.2pp | 12.99%-3.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,163 | $1,799-35.3% | $2,338-50.3% | $2,281-49.0% |
| Participant deferral / active EE | $2,025 | $2,395-15.5% | $2,931-30.9% | $3,203-36.8% |
| Admin fee / account holder | $125 | $3,690-96.6% | $4,380-97.1% | $4,296-97.1% |