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 | $7,942 | $90,503-91.2% | $78,689-89.9% | $273,961-97.1% |
| Participation rate | 38.1% | 76.5%-38.4pp | 73.6%-35.5pp | 83.0%-44.9pp |
| Annual return | 25.50% | 75.60%-50.1pp | 62.18%-36.7pp | 41.45%-16.0pp |
| Employer contribution / active EE | $383 | $3,176-87.9% | $2,851-86.6% | $4,869-92.1% |
| Participant deferral / active EE | $612 | $3,901-84.3% | $3,517-82.6% | $5,287-88.4% |
| Admin fee / account holder | $37 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |