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 | $10,210 | $153,772-93.4% | $133,980-92.4% | $273,961-96.3% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.1%-31.5pp | 83.0%-27.5pp |
| Annual return | 28.11% | 36.51%-8.4pp | 29.30%-1.2pp | 41.45%-13.3pp |
| Employer contribution / active EE | $1,294 | $6,029-78.5% | $5,211-75.2% | $4,869-73.4% |
| Participant deferral / active EE | $3,197 | $6,958-54.1% | $6,282-49.1% | $5,287-39.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |