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 | $22,046 | $135,952-83.8% | $123,892-82.2% | $273,961-92.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 25.89% | 56.63%-30.7pp | 47.52%-21.6pp | 41.45%-15.6pp |
| Employer contribution / active EE | $1,000 | $5,170-80.7% | $4,617-78.3% | $4,869-79.5% |
| Participant deferral / active EE | $5,030 | $6,343-20.7% | $5,984-15.9% | $5,287-4.9% |
| Admin fee / account holder | $31 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |