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 | $15,151 | $153,772-90.1% | $133,980-88.7% | $273,961-94.5% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 21.52% | 36.51%-15.0pp | 29.30%-7.8pp | 41.45%-19.9pp |
| Employer contribution / active EE | $1,432 | $6,029-76.2% | $5,211-72.5% | $4,869-70.6% |
| Participant deferral / active EE | $5,731 | $6,958-17.6% | $6,282-8.8% | $5,287+8.4% |
| Admin fee / account holder | $125 | $11,765-98.9% | $9,324-98.7% | $10,132-98.8% |