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 | $19,226 | $165,912-88.4% | $122,332-84.3% | $147,584-87.0% |
| Participation rate | 30.0% | 79.6%-49.6pp | 71.6%-41.6pp | 82.8%-52.8pp |
| Annual return | 27.70% | 34.55%-6.9pp | 30.27%-2.6pp | 578.55%-550.9pp |
| Employer contribution / active EE | $671 | $5,754-88.3% | $4,050-83.4% | $4,876-86.2% |
| Participant deferral / active EE | $2,736 | $4,005-31.7% | $3,287-16.7% | $5,439-49.7% |
| Admin fee / account holder | $51 | $7,424-99.3% | $5,478-99.1% | $10,885-99.5% |