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 | $8,161 | $60,349-86.5% | $74,183-89.0% | $62,891-87.0% |
| Participation rate | 52.0% | 72.7%-20.7pp | 76.6%-24.6pp | 69.3%-17.3pp |
| Annual return | 17.82% | 21.37%-3.6pp | 17.74%+0.1pp | 20.14%-2.3pp |
| Employer contribution / active EE | $847 | $1,680-49.6% | $2,370-64.3% | $2,281-62.9% |
| Participant deferral / active EE | $2,243 | $2,856-21.5% | $3,550-36.8% | $3,203-30.0% |
| Admin fee / account holder | $101 | $4,261-97.6% | $5,586-98.2% | $4,296-97.7% |