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 | $14,211 | $99,652-85.7% | $78,778-82.0% | $147,584-90.4% |
| Participation rate | 45.0% | 76.2%-31.2pp | 69.2%-24.2pp | 82.8%-37.8pp |
| Annual return | 16.75% | 47.28%-30.5pp | 35.62%-18.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $545 | $2,796-80.5% | $1,986-72.6% | $4,876-88.8% |
| Participant deferral / active EE | $1,044 | $3,664-71.5% | $2,958-64.7% | $5,439-80.8% |
| Admin fee / account holder | $202 | $7,155-97.2% | $5,134-96.1% | $10,885-98.1% |