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 | $13,635 | $76,552-82.2% | $123,892-89.0% | $62,891-78.3% |
| Participation rate | 63.3% | 73.0%-9.6pp | 81.4%-18.1pp | 69.3%-6.0pp |
| Annual return | 13.09% | 18.68%-5.6pp | 47.52%-34.4pp | 20.14%-7.0pp |
| Employer contribution / active EE | $2,248 | $2,883-22.0% | $4,617-51.3% | $2,281-1.4% |
| Participant deferral / active EE | $4,261 | $4,840-12.0% | $5,984-28.8% | $3,203+33.0% |
| Admin fee / account holder | $251 | $4,826-94.8% | $8,357-97.0% | $4,296-94.2% |