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 | $10,518 | $67,411-84.4% | $91,001-88.4% | $70,131-85.0% |
| Participation rate | 62.1% | 71.4%-9.3pp | 75.6%-13.5pp | 69.5%-7.5pp |
| Annual return | 23.88% | -40.16%+64.0pp | 4.60%+19.3pp | 73.14%-49.3pp |
| Employer contribution / active EE | $823 | $1,786-53.9% | $2,456-66.5% | $2,342-64.9% |
| Participant deferral / active EE | $1,750 | $2,823-38.0% | $3,547-50.7% | $3,332-47.5% |
| Admin fee / account holder | $24 | $4,236-99.4% | $5,417-99.6% | $4,645-99.5% |