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 | $4,413 | $93,346-95.3% | $71,796-93.9% | $273,961-98.4% |
| Participation rate | 58.8% | 76.5%-17.7pp | 69.1%-10.3pp | 83.0%-24.2pp |
| Annual return | 18.84% | 130.39%-111.5pp | 78.04%-59.2pp | 41.45%-22.6pp |
| Employer contribution / active EE | $516 | $2,733-81.1% | $1,924-73.2% | $4,869-89.4% |
| Participant deferral / active EE | $1,522 | $3,475-56.2% | $2,794-45.5% | $5,287-71.2% |
| Admin fee / account holder | $89 | $6,571-98.6% | $4,815-98.2% | $10,132-99.1% |