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 | $18,222 | $76,552-76.2% | $123,892-85.3% | $62,891-71.0% |
| Participation rate | 66.0% | 73.0%-7.0pp | 81.4%-15.4pp | 69.3%-3.3pp |
| Annual return | 15.33% | 18.68%-3.3pp | 47.52%-32.2pp | 20.14%-4.8pp |
| Employer contribution / active EE | $2,176 | $2,883-24.5% | $4,617-52.9% | $2,281-4.6% |
| Participant deferral / active EE | $5,206 | $4,840+7.6% | $5,984-13.0% | $3,203+62.5% |
| Admin fee / account holder | $27 | $4,826-99.4% | $8,357-99.7% | $4,296-99.4% |