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 | $9,097 | $88,707-89.7% | $74,183-87.7% | $273,961-96.7% |
| Participation rate | 46.2% | 79.4%-33.3pp | 76.6%-30.5pp | 83.0%-36.9pp |
| Annual return | 15.05% | 11.94%+3.1pp | 17.74%-2.7pp | 41.45%-26.4pp |
| Employer contribution / active EE | $1,105 | $3,159-65.0% | $2,370-53.4% | $4,869-77.3% |
| Participant deferral / active EE | $1,491 | $4,212-64.6% | $3,550-58.0% | $5,287-71.8% |
| Admin fee / account holder | $80 | $8,717-99.1% | $5,586-98.6% | $10,132-99.2% |