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 | $19,269 | $60,349-68.1% | $74,183-74.0% | $62,891-69.4% |
| Participation rate | 52.6% | 72.7%-20.1pp | 76.6%-24.0pp | 69.3%-16.7pp |
| Annual return | 10.41% | 21.37%-11.0pp | 17.74%-7.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,264 | $1,680-24.8% | $2,370-46.7% | $2,281-44.6% |
| Participant deferral / active EE | $1,652 | $2,856-42.1% | $3,550-53.4% | $3,203-48.4% |
| Admin fee / account holder | $123 | $4,261-97.1% | $5,586-97.8% | $4,296-97.1% |