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 | $4,244 | $57,828-92.7% | $117,039-96.4% | $70,131-93.9% |
| Participation rate | 42.9% | 67.1%-24.3pp | 77.2%-34.3pp | 69.5%-26.7pp |
| Annual return | 92.42% | 17.55%+74.9pp | 18.95%+73.5pp | 73.14%+19.3pp |
| Employer contribution / active EE | $512 | $1,816-71.8% | $3,785-86.5% | $2,342-78.2% |
| Participant deferral / active EE | $1,039 | $2,438-57.4% | $3,929-73.6% | $3,332-68.8% |
| Admin fee / account holder | $109 | $3,548-96.9% | $5,974-98.2% | $4,645-97.6% |