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 | $16,991 | $135,952-87.5% | $123,892-86.3% | $273,961-93.8% |
| Participation rate | 58.3% | 84.1%-25.7pp | 81.4%-23.1pp | 83.0%-24.7pp |
| Annual return | 11.04% | 56.63%-45.6pp | 47.52%-36.5pp | 41.45%-30.4pp |
| Employer contribution / active EE | $1,378 | $5,170-73.3% | $4,617-70.2% | $4,869-71.7% |
| Participant deferral / active EE | $3,957 | $6,343-37.6% | $5,984-33.9% | $5,287-25.1% |
| Admin fee / account holder | $200 | $9,817-98.0% | $8,357-97.6% | $10,132-98.0% |