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 | $13,547 | $115,882-88.3% | $100,516-86.5% | $158,922-91.5% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 23.70% | 34.79%-11.1pp | 30.89%-7.2pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,684 | $4,103-59.0% | $3,418-50.7% | $4,761-64.6% |
| Participant deferral / active EE | $5,254 | $6,674-21.3% | $6,270-16.2% | $5,982-12.2% |
| Admin fee / account holder | $152 | $10,995-98.6% | $8,081-98.1% | $11,246-98.6% |