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 | $14,595 | $45,283-67.8% | $155,790-90.6% | $52,331-72.1% |
| Participation rate | 46.8% | 62.2%-15.4pp | 76.1%-29.3pp | 68.1%-21.3pp |
| Annual return | 22.99% | 1.80%+21.2pp | 71.54%-48.6pp | 4.54%+18.4pp |
| Employer contribution / active EE | $894 | $1,329-32.7% | $3,836-76.7% | $1,882-52.5% |
| Participant deferral / active EE | $1,409 | $2,854-50.6% | $4,797-70.6% | $3,022-53.4% |
| Admin fee / account holder | $225 | $981-77.0% | $7,478-97.0% | $592-61.9% |