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 | $16,553 | $127,100-87.0% | $105,738-84.3% | $135,375-87.8% |
| Participation rate | 43.8% | 82.7%-39.0pp | 76.3%-32.6pp | 82.6%-38.9pp |
| Annual return | 15.57% | 4.49%+11.1pp | 6.27%+9.3pp | 519.73%-504.2pp |
| Employer contribution / active EE | $1,453 | $4,107-64.6% | $3,268-55.5% | $4,779-69.6% |
| Participant deferral / active EE | $3,017 | $5,064-40.4% | $4,080-26.0% | $5,609-46.2% |
| Admin fee / account holder | $219 | $9,087-97.6% | $6,913-96.8% | $10,827-98.0% |