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 | $10,344 | $99,341-89.6% | $84,750-87.8% | $273,961-96.2% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 6.66% | 22.93%-16.3pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,652 | $4,214-60.8% | $3,574-53.8% | $4,869-66.1% |
| Participant deferral / active EE | $2,959 | $4,269-30.7% | $3,712-20.3% | $5,287-44.0% |
| Admin fee / account holder | $118 | $6,644-98.2% | $5,332-97.8% | $10,132-98.8% |