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 | $12,592 | $58,828-78.6% | $77,999-83.9% | $62,891-80.0% |
| Participation rate | 26.3% | 71.1%-44.7pp | 75.5%-49.2pp | 69.3%-43.0pp |
| Annual return | 12.45% | 17.16%-4.7pp | 425.96%-413.5pp | 20.14%-7.7pp |
| Employer contribution / active EE | $644 | $1,672-61.5% | $2,470-73.9% | $2,281-71.8% |
| Participant deferral / active EE | $1,205 | $2,686-55.1% | $3,497-65.5% | $3,203-62.4% |
| Admin fee / account holder | $66 | $4,393-98.5% | $5,480-98.8% | $4,296-98.5% |