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 | $10,808 | $56,897-81.0% | $84,750-87.2% | $62,891-82.8% |
| Participation rate | 52.3% | 68.5%-16.3pp | 76.6%-24.3pp | 69.3%-17.0pp |
| Annual return | 26.03% | 6.30%+19.7pp | 22.78%+3.3pp | 20.14%+5.9pp |
| Employer contribution / active EE | $1,312 | $2,400-45.3% | $3,574-63.3% | $2,281-42.5% |
| Participant deferral / active EE | $2,851 | $2,709+5.2% | $3,712-23.2% | $3,203-11.0% |
| Admin fee / account holder | $236 | $3,581-93.4% | $5,332-95.6% | $4,296-94.5% |