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 | $9,793 | $43,327-77.4% | $59,878-83.6% | $64,186-84.7% |
| Participation rate | 27.6% | 69.2%-41.6pp | 74.7%-47.1pp | 69.6%-42.0pp |
| Annual return | 13.36% | -1.55%+14.9pp | 3.46%+9.9pp | 7.63%+5.7pp |
| Employer contribution / active EE | $584 | $2,028-71.2% | $2,722-78.6% | $2,381-75.5% |
| Participant deferral / active EE | $850 | $2,546-66.6% | $3,402-75.0% | $3,470-75.5% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |