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 | $22,990 | $85,766-73.2% | $136,294-83.1% | $70,131-67.2% |
| Participation rate | 29.6% | 74.2%-44.5pp | 81.9%-52.3pp | 69.5%-39.9pp |
| Annual return | 19.89% | 31.45%-11.6pp | 5155.94%-5136.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,244 | $5,051-55.6% | $6,247-64.1% | $3,332-32.6% |
| Admin fee / account holder | $277 | $5,420-94.9% | $9,243-97.0% | $4,645-94.0% |