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 | $13,631 | $56,897-76.0% | $84,750-83.9% | $62,891-78.3% |
| Participation rate | 65.4% | 68.5%-3.2pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 18.86% | 6.30%+12.6pp | 22.78%-3.9pp | 20.14%-1.3pp |
| Employer contribution / active EE | $1,789 | $2,400-25.4% | $3,574-49.9% | $2,281-21.6% |
| Participant deferral / active EE | $4,960 | $2,709+83.1% | $3,712+33.6% | $3,203+54.9% |
| Admin fee / account holder | $103 | $3,581-97.1% | $5,332-98.1% | $4,296-97.6% |