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 | $7,296 | $76,552-90.5% | $123,892-94.1% | $62,891-88.4% |
| Participation rate | 64.7% | 73.0%-8.3pp | 81.4%-16.7pp | 69.3%-4.6pp |
| Annual return | 10.13% | 18.68%-8.5pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,168 | $4,840-34.5% | $5,984-47.1% | $3,203-1.1% |
| Admin fee / account holder | $55 | $4,826-98.9% | $8,357-99.3% | $4,296-98.7% |