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 | $10,657 | $39,122-72.8% | $57,179-81.4% | $62,891-83.1% |
| Participation rate | 37.1% | 70.5%-33.4pp | 75.3%-38.2pp | 69.3%-32.2pp |
| Annual return | 9.91% | 9.23%+0.7pp | 14.59%-4.7pp | 20.14%-10.2pp |
| Employer contribution / active EE | $656 | $1,874-65.0% | $2,682-75.6% | $2,281-71.3% |
| Participant deferral / active EE | $783 | $2,374-67.0% | $3,096-74.7% | $3,203-75.5% |
| Admin fee / account holder | $27 | $2,592-98.9% | $3,139-99.1% | $4,296-99.4% |