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 | $22,455 | $80,968-72.3% | $96,544-76.7% | $75,163-70.1% |
| Participation rate | 40.6% | 71.8%-31.1pp | 76.0%-35.3pp | 67.2%-26.6pp |
| Annual return | 18.55% | 27.06%-8.5pp | 25.84%-7.3pp | 160.62%-142.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,646 | $3,928-32.6% | $4,851-45.5% | $4,125-35.9% |
| Admin fee / account holder | $145 | $6,724-97.8% | $8,252-98.2% | $5,651-97.4% |