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 | $14,078 | $82,882-83.0% | $127,761-89.0% | $72,985-80.7% |
| Participation rate | 52.5% | 71.5%-19.0pp | 79.0%-26.5pp | 69.5%-17.0pp |
| Annual return | 33.42% | 32.20%+1.2pp | 26.14%+7.3pp | 81.00%-47.6pp |
| Employer contribution / active EE | $1,414 | $3,346-57.7% | $4,574-69.1% | $2,440-42.0% |
| Participant deferral / active EE | $1,828 | $4,791-61.8% | $6,021-69.6% | $3,607-49.3% |
| Admin fee / account holder | $0 | $6,487-100.0% | $9,395-100.0% | $5,124-100.0% |