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 | $11,886 | $90,503-86.9% | $78,689-84.9% | $273,961-95.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 13.76% | 75.60%-61.8pp | 62.18%-48.4pp | 41.45%-27.7pp |
| Employer contribution / active EE | $1,300 | $3,176-59.1% | $2,851-54.4% | $4,869-73.3% |
| Participant deferral / active EE | $2,015 | $3,901-48.3% | $3,517-42.7% | $5,287-61.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |