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 | $14,021 | $60,165-76.7% | $74,183-81.1% | $55,167-74.6% |
| Participation rate | 35.3% | 74.2%-38.8pp | 76.6%-41.3pp | 69.0%-33.6pp |
| Annual return | 9.20% | 10.00%-0.8pp | 17.74%-8.5pp | 169.23%-160.0pp |
| Employer contribution / active EE | $512 | $1,600-68.0% | $2,370-78.4% | $1,963-73.9% |
| Participant deferral / active EE | $1,878 | $2,973-36.8% | $3,550-47.1% | $3,054-38.5% |
| Admin fee / account holder | $95 | $419-77.4% | $5,586-98.3% | $504-81.2% |