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 | $19,593 | $83,477-76.5% | $125,175-84.3% | $72,985-73.2% |
| Participation rate | 46.4% | 73.3%-26.9pp | 79.8%-33.4pp | 69.5%-23.1pp |
| Annual return | 27.22% | 25.78%+1.4pp | 43.79%-16.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,694 | $2,345-27.8% | $3,865-56.2% | $2,440-30.6% |
| Participant deferral / active EE | $1,674 | $3,585-53.3% | $4,937-66.1% | $3,607-53.6% |
| Admin fee / account holder | $45 | $5,517-99.2% | $9,702-99.5% | $5,124-99.1% |