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 | $8,011 | $88,370-90.9% | $112,977-92.9% | $79,858-90.0% |
| Participation rate | 56.0% | 76.8%-20.8pp | 82.6%-26.6pp | 69.6%-13.7pp |
| Annual return | 44.57% | 23.16%+21.4pp | 24.24%+20.3pp | 31.71%+12.9pp |
| Employer contribution / active EE | $1,432 | $3,398-57.8% | $4,255-66.3% | $2,471-42.0% |
| Participant deferral / active EE | $1,840 | $4,536-59.4% | $5,836-68.5% | $3,740-50.8% |
| Admin fee / account holder | $269 | $5,750-95.3% | $6,294-95.7% | $5,306-94.9% |