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 | $16,254 | $78,705-79.3% | $117,854-86.2% | $70,131-76.8% |
| Participation rate | 69.2% | 73.2%-4.0pp | 79.7%-10.4pp | 69.5%-0.3pp |
| Annual return | 24.73% | 23.30%+1.4pp | 335.08%-310.3pp | 73.14%-48.4pp |
| Employer contribution / active EE | $900 | $2,223-59.5% | $3,786-76.2% | $2,342-61.6% |
| Participant deferral / active EE | $2,103 | $3,297-36.2% | $4,482-53.1% | $3,332-36.9% |
| Admin fee / account holder | $50 | $5,065-99.0% | $8,020-99.4% | $4,645-98.9% |