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 | $11,954 | $148,534-92.0% | $135,903-91.2% | $139,434-91.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.14% | 79.19%-58.1pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,161 | $5,243-77.9% | $4,856-76.1% | $4,751-75.6% |
| Participant deferral / active EE | $2,500 | $8,100-69.1% | $7,758-67.8% | $6,710-62.7% |
| Admin fee / account holder | $48 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |