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 | $11,397 | $88,707-87.2% | $74,183-84.6% | $273,961-95.8% |
| Participation rate | 30.0% | 79.4%-49.4pp | 76.6%-46.6pp | 83.0%-53.0pp |
| Annual return | 25.77% | 11.94%+13.8pp | 17.74%+8.0pp | 41.45%-15.7pp |
| Employer contribution / active EE | $758 | $3,159-76.0% | $2,370-68.0% | $4,869-84.4% |
| Participant deferral / active EE | $1,602 | $4,212-62.0% | $3,550-54.9% | $5,287-69.7% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |