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 7-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 | $10,626 | $65,365-83.7% | $92,893-88.6% | $72,985-85.4% |
| Participation rate | 51.3% | 68.3%-17.0pp | 76.0%-24.7pp | 69.5%-18.2pp |
| Annual return | 19.66% | 42.10%-22.4pp | 109.41%-89.8pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $80 | $4,251-98.1% | $5,794-98.6% | $5,124-98.4% |