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 | $20,733 | $116,175-82.2% | $93,606-77.9% | $152,861-86.4% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.4%-22.4pp |
| Annual return | 23.61% | 35.96%-12.4pp | 32.76%-9.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $7,134 | $3,218+121.7% | $2,718+162.5% | $4,762+49.8% |
| Participant deferral / active EE | $3,733 | $4,603-18.9% | $4,069-8.3% | $5,850-36.2% |
| Admin fee / account holder | $75 | $10,748-99.3% | $7,888-99.0% | $11,596-99.4% |