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 | $24,330 | $78,705-69.1% | $117,854-79.4% | $70,131-65.3% |
| Participation rate | 59.0% | 73.2%-14.2pp | 79.7%-20.7pp | 69.5%-10.6pp |
| Annual return | 21.73% | 23.30%-1.6pp | 335.08%-313.3pp | 73.14%-51.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,894 | $3,297+48.4% | $4,482+9.2% | $3,332+46.9% |
| Admin fee / account holder | $278 | $5,065-94.5% | $8,020-96.5% | $4,645-94.0% |