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 | $10,170 | $103,949-90.2% | $69,182-85.3% | $273,961-96.3% |
| Participation rate | 57.1% | 67.4%-10.2pp | 55.1%+2.0pp | 83.0%-25.9pp |
| Annual return | 14.52% | 35.28%-20.8pp | -21.93%+36.4pp | 41.45%-26.9pp |
| Employer contribution / active EE | $303 | $1,783-83.0% | $1,206-74.9% | $4,869-93.8% |
| Participant deferral / active EE | $3,300 | $2,716+21.5% | $1,897+74.0% | $5,287-37.6% |
| Admin fee / account holder | $42 | $3,671-98.9% | $2,697-98.5% | $10,132-99.6% |