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 | $10,577 | $48,364-78.1% | $71,796-85.3% | $62,891-83.2% |
| Participation rate | 45.5% | 60.6%-15.2pp | 69.1%-23.7pp | 69.3%-23.9pp |
| Annual return | 9.74% | 13.16%-3.4pp | 78.04%-68.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,069 | $1,042+2.6% | $1,924-44.5% | $2,281-53.2% |
| Participant deferral / active EE | $1,786 | $2,091-14.6% | $2,794-36.1% | $3,203-44.3% |
| Admin fee / account holder | $120 | $3,771-96.8% | $4,815-97.5% | $4,296-97.2% |