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 | $10,641 | $99,341-89.3% | $84,750-87.4% | $273,961-96.1% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 14.48% | 22.93%-8.4pp | 22.78%-8.3pp | 41.45%-27.0pp |
| Employer contribution / active EE | $1,364 | $4,214-67.6% | $3,574-61.8% | $4,869-72.0% |
| Participant deferral / active EE | $2,600 | $4,269-39.1% | $3,712-30.0% | $5,287-50.8% |
| Admin fee / account holder | $203 | $6,644-97.0% | $5,332-96.2% | $10,132-98.0% |