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 | $7,855 | $57,354-86.3% | $83,848-90.6% | $64,186-87.8% |
| Participation rate | 60.0% | 68.6%-8.6pp | 76.1%-16.1pp | 69.6%-9.6pp |
| Annual return | 9.16% | 11.38%-2.2pp | 850.88%-841.7pp | 7.63%+1.5pp |
| Employer contribution / active EE | $880 | $2,545-65.4% | $3,631-75.8% | $2,381-63.0% |
| Participant deferral / active EE | $1,310 | $2,993-56.2% | $4,082-67.9% | $3,470-62.2% |
| Admin fee / account holder | $86 | $4,046-97.9% | $5,478-98.4% | $4,888-98.2% |