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 | $11,101 | $48,076-76.9% | $78,689-85.9% | $62,891-82.3% |
| Participation rate | 33.3% | 65.2%-31.9pp | 73.6%-40.2pp | 69.3%-36.0pp |
| Annual return | 41.61% | 31.35%+10.3pp | 62.18%-20.6pp | 20.14%+21.5pp |
| Employer contribution / active EE | $866 | $2,015-57.0% | $2,851-69.6% | $2,281-62.0% |
| Participant deferral / active EE | $1,599 | $2,588-38.2% | $3,517-54.5% | $3,203-50.1% |
| Admin fee / account holder | $43 | $3,207-98.7% | $4,510-99.1% | $4,296-99.0% |