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 | $18,866 | $67,606-72.1% | $82,313-77.1% | $70,131-73.1% |
| Participation rate | 46.4% | 72.8%-26.3pp | 76.9%-30.5pp | 69.5%-23.1pp |
| Annual return | 20.59% | 21.57%-1.0pp | 25.88%-5.3pp | 73.14%-52.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,742 | $2,987-41.7% | $3,706-53.0% | $3,332-47.7% |
| Admin fee / account holder | $154 | $4,512-96.6% | $5,608-97.3% | $4,645-96.7% |