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 | $13,231 | $84,233-84.3% | $170,442-92.2% | $70,131-81.1% |
| Participation rate | 63.4% | 70.8%-7.4pp | 83.6%-20.2pp | 69.5%-6.1pp |
| Annual return | 20.64% | 23.06%-2.4pp | 205.93%-185.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,451 | $3,086-20.6% | $4,939-50.4% | $3,332-26.4% |
| Admin fee / account holder | $197 | $5,698-96.5% | $13,880-98.6% | $4,645-95.8% |