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 | $17,026 | $135,952-87.5% | $123,892-86.3% | $273,961-93.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 21.44% | 56.63%-35.2pp | 47.52%-26.1pp | 41.45%-20.0pp |
| Employer contribution / active EE | $1,206 | $5,170-76.7% | $4,617-73.9% | $4,869-75.2% |
| Participant deferral / active EE | $2,900 | $6,343-54.3% | $5,984-51.5% | $5,287-45.1% |
| Admin fee / account holder | $225 | $9,817-97.7% | $8,357-97.3% | $10,132-97.8% |