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 | $18,175 | $72,177-74.8% | $115,037-84.2% | $59,632-69.5% |
| Participation rate | 59.3% | 72.6%-13.3pp | 81.4%-22.1pp | 68.7%-9.4pp |
| Annual return | 10.42% | 12.02%-1.6pp | 26.14%-15.7pp | 2041.28%-2030.9pp |
| Employer contribution / active EE | $1,696 | $2,841-40.3% | $4,608-63.2% | $2,203-23.0% |
| Participant deferral / active EE | $2,890 | $4,783-39.6% | $6,026-52.0% | $3,192-9.4% |
| Admin fee / account holder | $1 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |