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 | $11,812 | $84,233-86.0% | $170,442-93.1% | $70,131-83.2% |
| Participation rate | 52.5% | 70.8%-18.3pp | 83.6%-31.1pp | 69.5%-17.0pp |
| Annual return | 22.90% | 23.06%-0.2pp | 205.93%-183.0pp | 73.14%-50.2pp |
| Employer contribution / active EE | $1,061 | $3,387-68.7% | $5,433-80.5% | $2,342-54.7% |
| Participant deferral / active EE | $2,916 | $3,086-5.5% | $4,939-41.0% | $3,332-12.5% |
| Admin fee / account holder | $26 | $5,698-99.5% | $13,880-99.8% | $4,645-99.4% |