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 | $13,319 | $153,772-91.3% | $133,980-90.1% | $273,961-95.1% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | 11.40% | 36.51%-25.1pp | 29.30%-17.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,616 | $6,029-73.2% | $5,211-69.0% | $4,869-66.8% |
| Participant deferral / active EE | $2,525 | $6,958-63.7% | $6,282-59.8% | $5,287-52.2% |
| Admin fee / account holder | $103 | $11,765-99.1% | $9,324-98.9% | $10,132-99.0% |