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 | $13,234 | $232,540-94.3% | $185,117-92.9% | $147,584-91.0% |
| Participation rate | 37.5% | 82.4%-44.9pp | 77.3%-39.8pp | 82.8%-45.3pp |
| Annual return | 20.87% | 43.03%-22.2pp | 40.50%-19.6pp | 578.55%-557.7pp |
| Employer contribution / active EE | $762 | $5,195-85.3% | $4,182-81.8% | $4,876-84.4% |
| Participant deferral / active EE | $1,067 | $5,834-81.7% | $5,045-78.8% | $5,439-80.4% |
| Admin fee / account holder | $145 | $10,275-98.6% | $8,159-98.2% | $10,885-98.7% |