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 | $8,929 | $181,894-95.1% | $156,549-94.3% | $273,961-96.7% |
| Participation rate | 54.5% | 88.4%-33.8pp | 84.0%-29.5pp | 83.0%-28.5pp |
| Annual return | 19.61% | 30.74%-11.1pp | 32.23%-12.6pp | 41.45%-21.8pp |
| Employer contribution / active EE | $1,364 | $6,248-78.2% | $5,501-75.2% | $4,869-72.0% |
| Participant deferral / active EE | $3,302 | $5,550-40.5% | $4,871-32.2% | $5,287-37.5% |
| Admin fee / account holder | $168 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |