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 | $26,956 | $99,985-73.0% | $146,665-81.6% | $85,850-68.6% |
| Participation rate | 53.8% | 73.1%-19.2pp | 80.1%-26.2pp | 69.3%-15.5pp |
| Annual return | 14.68% | 18.93%-4.3pp | 22.74%-8.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,351 | $2,559-47.2% | $4,136-67.3% | $2,565-47.3% |
| Participant deferral / active EE | $1,914 | $4,006-52.2% | $5,506-65.2% | $3,952-51.6% |
| Admin fee / account holder | $153 | $7,702-98.0% | $10,280-98.5% | $6,260-97.6% |