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 | $12,419 | $48,076-74.2% | $78,689-84.2% | $62,891-80.3% |
| Participation rate | 42.0% | 65.2%-23.2pp | 73.6%-31.5pp | 69.3%-27.3pp |
| Annual return | 9.57% | 31.35%-21.8pp | 62.18%-52.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $806 | $2,015-60.0% | $2,851-71.7% | $2,281-64.7% |
| Participant deferral / active EE | $1,388 | $2,588-46.4% | $3,517-60.5% | $3,203-56.7% |
| Admin fee / account holder | $61 | $3,207-98.1% | $4,510-98.6% | $4,296-98.6% |