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 | $13,156 | $77,634-83.1% | $156,549-91.6% | $62,891-79.1% |
| Participation rate | 50.8% | 71.2%-20.4pp | 84.0%-33.2pp | 69.3%-18.5pp |
| Annual return | 12.59% | 50.32%-37.7pp | 32.23%-19.6pp | 20.14%-7.6pp |
| Employer contribution / active EE | $411 | $3,444-88.1% | $5,501-92.5% | $2,281-82.0% |
| Participant deferral / active EE | $931 | $3,045-69.4% | $4,871-80.9% | $3,203-70.9% |
| Admin fee / account holder | $259 | $5,561-95.3% | $13,027-98.0% | $4,296-94.0% |