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 | $20,537 | $135,952-84.9% | $123,892-83.4% | $273,961-92.5% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 11.08% | 56.63%-45.6pp | 47.52%-36.4pp | 41.45%-30.4pp |
| Employer contribution / active EE | $3,726 | $5,170-27.9% | $4,617-19.3% | $4,869-23.5% |
| Participant deferral / active EE | $6,613 | $6,343+4.3% | $5,984+10.5% | $5,287+25.1% |
| Admin fee / account holder | $100 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |