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 | $27,394 | $162,781-83.2% | $133,956-79.5% | $158,922-82.8% |
| Participation rate | 68.2% | 83.2%-15.0pp | 79.8%-11.7pp | 82.0%-13.8pp |
| Annual return | 30.60% | 41.94%-11.3pp | 45.09%-14.5pp | 302.83%-272.2pp |
| Employer contribution / active EE | $3,473 | $4,975-30.2% | $3,919-11.4% | $4,761-27.1% |
| Participant deferral / active EE | $5,723 | $5,911-3.2% | $5,048+13.4% | $5,982-4.3% |
| Admin fee / account holder | $84 | $11,736-99.3% | $8,927-99.1% | $11,246-99.3% |