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 | $7,330 | $99,341-92.6% | $84,750-91.4% | $273,961-97.3% |
| Participation rate | 38.5% | 80.7%-42.2pp | 76.6%-38.1pp | 83.0%-44.6pp |
| Annual return | 20.22% | 22.93%-2.7pp | 22.78%-2.6pp | 41.45%-21.2pp |
| Employer contribution / active EE | $1,524 | $4,214-63.8% | $3,574-57.4% | $4,869-68.7% |
| Participant deferral / active EE | $3,048 | $4,269-28.6% | $3,712-17.9% | $5,287-42.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |