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 | $16,866 | $72,277-76.7% | $101,248-83.3% | $79,858-78.9% |
| Participation rate | 54.9% | 68.5%-13.6pp | 75.8%-20.9pp | 69.6%-14.8pp |
| Annual return | 11.95% | 22.30%-10.3pp | 46.47%-34.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,020 | $2,692-62.1% | $3,660-72.1% | $2,471-58.7% |
| Participant deferral / active EE | $1,800 | $3,282-45.1% | $4,370-58.8% | $3,740-51.9% |
| Admin fee / account holder | $122 | $4,400-97.2% | $5,945-97.9% | $5,306-97.7% |