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 | $13,686 | $57,065-76.0% | $75,670-81.9% | $70,131-80.5% |
| Participation rate | 64.1% | 68.1%-4.0pp | 72.3%-8.2pp | 69.5%-5.4pp |
| Annual return | 14.71% | 23.57%-8.9pp | 27.34%-12.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $970 | $1,817-46.6% | $2,352-58.7% | $2,342-58.6% |
| Participant deferral / active EE | $1,096 | $2,580-57.5% | $3,142-65.1% | $3,332-67.1% |
| Admin fee / account holder | $168 | $3,825-95.6% | $5,800-97.1% | $4,645-96.4% |