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 | $20,077 | $131,829-84.8% | $108,579-81.5% | $273,961-92.7% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.6%-10.3pp | 83.0%-13.8pp |
| Annual return | 16.17% | -91.57%+107.7pp | -51.70%+67.9pp | 41.45%-25.3pp |
| Employer contribution / active EE | $3,211 | $4,912-34.6% | $3,758-14.6% | $4,869-34.0% |
| Participant deferral / active EE | $5,834 | $5,127+13.8% | $4,311+35.3% | $5,287+10.3% |
| Admin fee / account holder | $252 | $10,252-97.5% | $7,645-96.7% | $10,132-97.5% |