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 | $9,233 | $181,894-94.9% | $156,549-94.1% | $273,961-96.6% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 35.82% | 30.74%+5.1pp | 32.23%+3.6pp | 41.45%-5.6pp |
| Employer contribution / active EE | $1,447 | $6,248-76.8% | $5,501-73.7% | $4,869-70.3% |
| Participant deferral / active EE | $4,916 | $5,550-11.4% | $4,871+0.9% | $5,287-7.0% |
| Admin fee / account holder | $29 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |