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 | $11,986 | $135,952-91.2% | $123,892-90.3% | $273,961-95.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 26.89% | 56.63%-29.7pp | 47.52%-20.6pp | 41.45%-14.6pp |
| Employer contribution / active EE | $1,083 | $5,170-79.1% | $4,617-76.5% | $4,869-77.8% |
| Participant deferral / active EE | $5,990 | $6,343-5.6% | $5,984+0.1% | $5,287+13.3% |
| Admin fee / account holder | $41 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |