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 | $20,424 | $104,251-80.4% | $91,001-77.6% | $147,584-86.2% |
| Participation rate | 64.7% | 78.2%-13.5pp | 75.6%-10.9pp | 82.8%-18.1pp |
| Annual return | 24.75% | 27.06%-2.3pp | 4.60%+20.2pp | 578.55%-553.8pp |
| Employer contribution / active EE | $1,024 | $3,116-67.1% | $2,456-58.3% | $4,876-79.0% |
| Participant deferral / active EE | $2,536 | $4,195-39.5% | $3,547-28.5% | $5,439-53.4% |
| Admin fee / account holder | $11 | $8,948-99.9% | $5,417-99.8% | $10,885-99.9% |