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 | $5,441 | $77,634-93.0% | $156,549-96.5% | $62,891-91.3% |
| Participation rate | 69.2% | 71.2%-2.0pp | 84.0%-14.8pp | 69.3%-0.1pp |
| Annual return | 10.98% | 50.32%-39.3pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,416 | $3,045-20.7% | $4,871-50.4% | $3,203-24.6% |
| Admin fee / account holder | $255 | $5,561-95.4% | $13,027-98.0% | $4,296-94.1% |