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 | $21,020 | $135,952-84.5% | $123,892-83.0% | $273,961-92.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 30.55% | 56.63%-26.1pp | 47.52%-17.0pp | 41.45%-10.9pp |
| Employer contribution / active EE | $2,704 | $5,170-47.7% | $4,617-41.4% | $4,869-44.5% |
| Participant deferral / active EE | $5,286 | $6,343-16.7% | $5,984-11.7% | $5,2870% |
| Admin fee / account holder | $8 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |