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 | $14,815 | $87,841-83.1% | $133,980-88.9% | $62,891-76.4% |
| Participation rate | 68.0% | 83.4%-15.4pp | 87.1%-19.1pp | 69.3%-1.3pp |
| Annual return | 32.82% | 12.05%+20.8pp | 29.30%+3.5pp | 20.14%+12.7pp |
| Employer contribution / active EE | $2,063 | $3,483-40.8% | $5,211-60.4% | $2,281-9.5% |
| Participant deferral / active EE | $3,670 | $4,812-23.7% | $6,282-41.6% | $3,203+14.6% |
| Admin fee / account holder | $130 | $5,371-97.6% | $9,324-98.6% | $4,296-97.0% |