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 | $20,506 | $99,652-79.4% | $78,778-74.0% | $147,584-86.1% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 9.90% | 47.28%-37.4pp | 35.62%-25.7pp | 578.55%-568.7pp |
| Employer contribution / active EE | $3,437 | $2,796+23.0% | $1,986+73.1% | $4,876-29.5% |
| Participant deferral / active EE | $5,048 | $3,664+37.8% | $2,958+70.7% | $5,439-7.2% |
| Admin fee / account holder | $293 | $7,155-95.9% | $5,134-94.3% | $10,885-97.3% |