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 | $23,110 | $149,679-84.6% | $117,039-80.3% | $147,584-84.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 19.86% | 19.31%+0.5pp | 18.95%+0.9pp | 578.55%-558.7pp |
| Employer contribution / active EE | $888 | $4,937-82.0% | $3,785-76.5% | $4,876-81.8% |
| Participant deferral / active EE | $1,396 | $4,912-71.6% | $3,929-64.5% | $5,439-74.3% |
| Admin fee / account holder | $13 | $7,856-99.8% | $5,974-99.8% | $10,885-99.9% |