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 | $11,737 | $84,233-86.1% | $170,442-93.1% | $70,131-83.3% |
| Participation rate | 57.1% | 70.8%-13.7pp | 83.6%-26.5pp | 69.5%-12.4pp |
| Annual return | 24.42% | 23.06%+1.4pp | 205.93%-181.5pp | 73.14%-48.7pp |
| Employer contribution / active EE | $720 | $3,387-78.7% | $5,433-86.7% | $2,342-69.2% |
| Participant deferral / active EE | $2,437 | $3,086-21.0% | $4,939-50.7% | $3,332-26.9% |
| Admin fee / account holder | $280 | $5,698-95.1% | $13,880-98.0% | $4,645-94.0% |