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 | $4,865 | $65,685-92.6% | $57,179-91.5% | $273,961-98.2% |
| Participation rate | 61.9% | 78.3%-16.4pp | 75.3%-13.4pp | 83.0%-21.1pp |
| Annual return | 10.49% | 21.99%-11.5pp | 14.59%-4.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $743 | $3,279-77.3% | $2,682-72.3% | $4,869-84.7% |
| Participant deferral / active EE | $866 | $3,782-77.1% | $3,096-72.0% | $5,287-83.6% |
| Admin fee / account holder | $82 | $4,835-98.3% | $3,139-97.4% | $10,132-99.2% |