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 | $9,150 | $85,766-89.3% | $136,294-93.3% | $70,131-87.0% |
| Participation rate | 69.4% | 74.2%-4.7pp | 81.9%-12.5pp | 69.5%-0.1pp |
| Annual return | 24.81% | 31.45%-6.6pp | 5155.94%-5131.1pp | 73.14%-48.3pp |
| Employer contribution / active EE | $1,367 | $2,966-53.9% | $4,695-70.9% | $2,342-41.7% |
| Participant deferral / active EE | $2,749 | $5,051-45.6% | $6,247-56.0% | $3,332-17.5% |
| Admin fee / account holder | $290 | $5,420-94.7% | $9,243-96.9% | $4,645-93.8% |