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 | $16,452 | $215,361-92.4% | $171,082-90.4% | $273,961-94.0% |
| Participation rate | 55.6% | 82.0%-26.5pp | 76.7%-21.1pp | 83.0%-27.5pp |
| Annual return | 7.05% | 25.14%-18.1pp | 32.56%-25.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,317 | $4,967-73.5% | $4,002-67.1% | $4,869-73.0% |
| Participant deferral / active EE | $2,491 | $5,543-55.1% | $4,797-48.1% | $5,287-52.9% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |