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 | $10,955 | $65,685-83.3% | $57,179-80.8% | $273,961-96.0% |
| Participation rate | 69.2% | 78.3%-9.1pp | 75.3%-6.1pp | 83.0%-13.8pp |
| Annual return | 8.61% | 21.99%-13.4pp | 14.59%-6.0pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,186 | $3,279-63.8% | $2,682-55.8% | $4,869-75.6% |
| Participant deferral / active EE | $865 | $3,782-77.1% | $3,096-72.1% | $5,287-83.6% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |