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 | $12,482 | $153,311-91.9% | $109,313-88.6% | $273,961-95.4% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 4.59% | 29.86%-25.3pp | 22.07%-17.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,010 | $5,619-82.0% | $3,892-74.1% | $4,869-79.3% |
| Participant deferral / active EE | $2,134 | $3,932-45.7% | $3,166-32.6% | $5,287-59.6% |
| Admin fee / account holder | $114 | $8,076-98.6% | $5,666-98.0% | $10,132-98.9% |