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 | $18,840 | $57,828-67.4% | $117,039-83.9% | $70,131-73.1% |
| Participation rate | 36.4% | 67.1%-30.8pp | 77.2%-40.8pp | 69.5%-33.2pp |
| Annual return | 20.46% | 17.55%+2.9pp | 18.95%+1.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $966 | $1,816-46.8% | $3,785-74.5% | $2,342-58.7% |
| Participant deferral / active EE | $1,674 | $2,438-31.3% | $3,929-57.4% | $3,332-49.8% |
| Admin fee / account holder | $193 | $3,548-94.5% | $5,974-96.8% | $4,645-95.8% |