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 | $4,870 | $90,503-94.6% | $78,689-93.8% | $273,961-98.2% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 18.34% | 75.60%-57.3pp | 62.18%-43.8pp | 41.45%-23.1pp |
| Employer contribution / active EE | $716 | $3,176-77.5% | $2,851-74.9% | $4,869-85.3% |
| Participant deferral / active EE | $966 | $3,901-75.2% | $3,517-72.5% | $5,287-81.7% |
| Admin fee / account holder | $227 | $5,263-95.7% | $4,510-95.0% | $10,132-97.8% |