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 | $8,378 | $90,503-90.7% | $78,689-89.4% | $273,961-96.9% |
| Participation rate | 69.2% | 76.5%-7.3pp | 73.6%-4.3pp | 83.0%-13.8pp |
| Annual return | 38.50% | 75.60%-37.1pp | 62.18%-23.7pp | 41.45%-3.0pp |
| Employer contribution / active EE | $1,460 | $3,176-54.0% | $2,851-48.8% | $4,869-70.0% |
| Participant deferral / active EE | $4,144 | $3,901+6.2% | $3,517+17.8% | $5,287-21.6% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |