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 | $14,165 | $58,828-75.9% | $77,999-81.8% | $62,891-77.5% |
| Participation rate | 46.2% | 71.1%-24.9pp | 75.5%-29.4pp | 69.3%-23.2pp |
| Annual return | 7.33% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,333 | $1,672-20.3% | $2,470-46.0% | $2,281-41.6% |
| Participant deferral / active EE | $2,186 | $2,686-18.6% | $3,497-37.5% | $3,203-31.8% |
| Admin fee / account holder | $294 | $4,393-93.3% | $5,480-94.6% | $4,296-93.2% |