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 | $13,053 | $48,076-72.8% | $78,689-83.4% | $62,891-79.2% |
| Participation rate | 64.3% | 65.2%-0.9pp | 73.6%-9.3pp | 69.3%-5.0pp |
| Annual return | 8.14% | 31.35%-23.2pp | 62.18%-54.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $491 | $2,015-75.6% | $2,851-82.8% | $2,281-78.5% |
| Participant deferral / active EE | $1,211 | $2,588-53.2% | $3,517-65.6% | $3,203-62.2% |
| Admin fee / account holder | $37 | $3,207-98.9% | $4,510-99.2% | $4,296-99.1% |