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 | $19,363 | $60,349-67.9% | $74,183-73.9% | $62,891-69.2% |
| Participation rate | 67.6% | 72.7%-5.1pp | 76.6%-9.0pp | 69.3%-1.7pp |
| Annual return | 29.83% | 21.37%+8.5pp | 17.74%+12.1pp | 20.14%+9.7pp |
| Employer contribution / active EE | $839 | $1,680-50.1% | $2,370-64.6% | $2,281-63.2% |
| Participant deferral / active EE | $1,345 | $2,856-52.9% | $3,550-62.1% | $3,203-58.0% |
| Admin fee / account holder | $57 | $4,261-98.7% | $5,586-99.0% | $4,296-98.7% |