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 | $11,702 | $105,630-88.9% | $87,507-86.6% | $273,961-95.7% |
| Participation rate | 46.2% | 78.2%-32.0pp | 73.8%-27.7pp | 83.0%-36.9pp |
| Annual return | 10.22% | 12.25%-2.0pp | 12.21%-2.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,073 | $3,141-65.8% | $2,550-57.9% | $4,869-78.0% |
| Participant deferral / active EE | $2,074 | $3,601-42.4% | $3,149-34.1% | $5,287-60.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |