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 | $13,600 | $91,190-85.1% | $178,490-92.4% | $79,858-83.0% |
| Participation rate | 62.1% | 69.2%-7.1pp | 81.9%-19.9pp | 69.6%-7.6pp |
| Annual return | 15.25% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,041 | $3,256-68.0% | $5,011-79.2% | $2,471-57.8% |
| Participant deferral / active EE | $1,845 | $3,236-43.0% | $5,202-64.5% | $3,740-50.7% |
| Admin fee / account holder | $121 | $6,751-98.2% | $13,984-99.1% | $5,306-97.7% |