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 | $10,296 | $90,503-88.6% | $78,689-86.9% | $273,961-96.2% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 13.97% | 75.60%-61.6pp | 62.18%-48.2pp | 41.45%-27.5pp |
| Employer contribution / active EE | $856 | $3,176-73.0% | $2,851-70.0% | $4,869-82.4% |
| Participant deferral / active EE | $1,713 | $3,901-56.1% | $3,517-51.3% | $5,287-67.6% |
| Admin fee / account holder | $92 | $5,263-98.3% | $4,510-98.0% | $10,132-99.1% |