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 | $9,088 | $181,894-95.0% | $156,549-94.2% | $273,961-96.7% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 8.02% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,694 | $6,248-72.9% | $5,501-69.2% | $4,869-65.2% |
| Participant deferral / active EE | $3,592 | $5,550-35.3% | $4,871-26.3% | $5,287-32.1% |
| Admin fee / account holder | $199 | $15,559-98.7% | $13,027-98.5% | $10,132-98.0% |