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 | $12,816 | $49,025-73.9% | $87,507-85.4% | $62,891-79.6% |
| Participation rate | 63.6% | 64.9%-1.2pp | 73.8%-10.2pp | 69.3%-5.7pp |
| Annual return | 12.26% | 10.02%+2.2pp | 12.21%0pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,052 | $1,372-23.3% | $2,550-58.7% | $2,281-53.9% |
| Participant deferral / active EE | $3,465 | $2,289+51.3% | $3,149+10.0% | $3,203+8.2% |
| Admin fee / account holder | $247 | $4,065-93.9% | $4,221-94.1% | $4,296-94.2% |