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 | $18,128 | $48,364-62.5% | $71,796-74.8% | $62,891-71.2% |
| Participation rate | 56.2% | 60.6%-4.4pp | 69.1%-12.9pp | 69.3%-13.1pp |
| Annual return | 9.70% | 13.16%-3.5pp | 78.04%-68.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,268 | $1,042+21.7% | $1,924-34.1% | $2,281-44.4% |
| Participant deferral / active EE | $2,726 | $2,091+30.4% | $2,794-2.4% | $3,203-14.9% |
| Admin fee / account holder | $12 | $3,771-99.7% | $4,815-99.8% | $4,296-99.7% |