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 | $13,824 | $135,952-89.8% | $123,892-88.8% | $273,961-95.0% |
| Participation rate | 30.8% | 84.1%-53.3pp | 81.4%-50.6pp | 83.0%-52.2pp |
| Annual return | 18.01% | 56.63%-38.6pp | 47.52%-29.5pp | 41.45%-23.4pp |
| Employer contribution / active EE | $1,160 | $5,170-77.6% | $4,617-74.9% | $4,869-76.2% |
| Participant deferral / active EE | $3,182 | $6,343-49.8% | $5,984-46.8% | $5,287-39.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |