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 | $10,096 | $127,386-92.1% | $115,037-91.2% | $125,391-91.9% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | 1.54% | 31.28%-29.7pp | 26.14%-24.6pp | 282.22%-280.7pp |
| Employer contribution / active EE | $1,805 | $5,166-65.1% | $4,608-60.8% | $4,866-62.9% |
| Participant deferral / active EE | $2,406 | $6,423-62.5% | $6,026-60.1% | $5,352-55.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |