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 | $11,763 | $96,484-87.8% | $75,886-84.5% | $152,861-92.3% |
| Participation rate | 69.6% | 76.2%-6.6pp | 69.3%+0.3pp | 82.4%-12.9pp |
| Annual return | 21.81% | 33.98%-12.2pp | 30.76%-9.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $507 | $3,309-84.7% | $2,500-79.7% | $4,762-89.4% |
| Participant deferral / active EE | $1,382 | $4,553-69.6% | $3,603-61.6% | $5,850-76.4% |
| Admin fee / account holder | $146 | $8,078-98.2% | $5,418-97.3% | $11,596-98.7% |