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 | $9,051 | $84,233-89.3% | $170,442-94.7% | $70,131-87.1% |
| Participation rate | 40.7% | 70.8%-30.1pp | 83.6%-42.9pp | 69.5%-28.8pp |
| Annual return | 28.11% | 23.06%+5.0pp | 205.93%-177.8pp | 73.14%-45.0pp |
| Employer contribution / active EE | $563 | $3,387-83.4% | $5,433-89.6% | $2,342-76.0% |
| Participant deferral / active EE | $1,379 | $3,086-55.3% | $4,939-72.1% | $3,332-58.6% |
| Admin fee / account holder | $22 | $5,698-99.6% | $13,880-99.8% | $4,645-99.5% |