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 | $14,458 | $197,825-92.7% | $155,790-90.7% | $125,391-88.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | 1.56% | 86.74%-85.2pp | 71.54%-70.0pp | 282.22%-280.7pp |
| Employer contribution / active EE | $657 | $4,847-86.4% | $3,836-82.9% | $4,866-86.5% |
| Participant deferral / active EE | $2,845 | $5,630-49.5% | $4,797-40.7% | $5,352-46.8% |
| Admin fee / account holder | $50 | $9,545-99.5% | $7,478-99.3% | $9,540-99.5% |