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 | $11,136 | $77,634-85.7% | $156,549-92.9% | $62,891-82.3% |
| Participation rate | 57.6% | 71.2%-13.6pp | 84.0%-26.4pp | 69.3%-11.7pp |
| Annual return | 59.56% | 50.32%+9.2pp | 32.23%+27.3pp | 20.14%+39.4pp |
| Employer contribution / active EE | $1,528 | $3,444-55.6% | $5,501-72.2% | $2,281-33.0% |
| Participant deferral / active EE | $2,717 | $3,045-10.8% | $4,871-44.2% | $3,203-15.2% |
| Admin fee / account holder | $69 | $5,561-98.8% | $13,027-99.5% | $4,296-98.4% |