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 | $7,177 | $56,897-87.4% | $84,750-91.5% | $62,891-88.6% |
| Participation rate | 20.4% | 68.5%-48.1pp | 76.6%-56.2pp | 69.3%-48.9pp |
| Annual return | 58.42% | 6.30%+52.1pp | 22.78%+35.6pp | 20.14%+38.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,515 | $2,709-44.1% | $3,712-59.2% | $3,203-52.7% |
| Admin fee / account holder | $258 | $3,581-92.8% | $5,332-95.2% | $4,296-94.0% |