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 | $18,244 | $93,346-80.5% | $71,796-74.6% | $273,961-93.3% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 9.60% | 130.39%-120.8pp | 78.04%-68.4pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,147 | $2,733-58.0% | $1,924-40.4% | $4,869-76.4% |
| Participant deferral / active EE | $1,370 | $3,475-60.6% | $2,794-51.0% | $5,287-74.1% |
| Admin fee / account holder | $284 | $6,571-95.7% | $4,815-94.1% | $10,132-97.2% |