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 | $4,909 | $43,075-88.6% | $74,583-93.4% | $62,891-92.2% |
| Participation rate | 55.6% | 58.1%-2.5pp | 68.1%-12.6pp | 69.3%-13.8pp |
| Annual return | 8.44% | 17.50%-9.1pp | 20.47%-12.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $758 | $1,498-49.4% | $2,525-70.0% | $2,281-66.8% |
| Participant deferral / active EE | $912 | $2,389-61.8% | $3,458-73.6% | $3,203-71.5% |
| Admin fee / account holder | $126 | $2,840-95.6% | $4,138-97.0% | $4,296-97.1% |