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 6-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 | $23,398 | $86,929-73.1% | $102,423-77.2% | $80,856-71.1% |
| Participation rate | 43.3% | 72.4%-29.0pp | 76.5%-33.2pp | 67.6%-24.3pp |
| Annual return | 13.41% | 18.88%-5.5pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $806 | $2,369-66.0% | $3,023-73.3% | $2,755-70.7% |
| Participant deferral / active EE | $1,874 | $4,118-54.5% | $5,053-62.9% | $4,296-56.4% |
| Admin fee / account holder | $214 | $8,049-97.3% | $9,451-97.7% | $6,918-96.9% |