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 | $12,071 | $77,634-84.5% | $156,549-92.3% | $62,891-80.8% |
| Participation rate | 46.4% | 71.2%-24.8pp | 84.0%-37.6pp | 69.3%-22.9pp |
| Annual return | 33.81% | 50.32%-16.5pp | 32.23%+1.6pp | 20.14%+13.7pp |
| Employer contribution / active EE | $1,255 | $3,444-63.5% | $5,501-77.2% | $2,281-45.0% |
| Participant deferral / active EE | $2,541 | $3,045-16.6% | $4,871-47.8% | $3,203-20.7% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |