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 | $13,729 | $41,377-66.8% | $109,313-87.4% | $62,891-78.2% |
| Participation rate | 65.5% | 57.5%+8.0pp | 71.3%-5.7pp | 69.3%-3.8pp |
| Annual return | 9.31% | 11.05%-1.7pp | 22.07%-12.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $781 | $1,276-38.8% | $3,892-79.9% | $2,281-65.7% |
| Participant deferral / active EE | $2,389 | $2,045+16.8% | $3,166-24.6% | $3,203-25.4% |
| Admin fee / account holder | $147 | $2,884-94.9% | $5,666-97.4% | $4,296-96.6% |