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 | $5,924 | $90,503-93.5% | $78,689-92.5% | $273,961-97.8% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 39.47% | 75.60%-36.1pp | 62.18%-22.7pp | 41.45%-2.0pp |
| Employer contribution / active EE | $1,322 | $3,176-58.4% | $2,851-53.6% | $4,869-72.8% |
| Participant deferral / active EE | $1,608 | $3,901-58.8% | $3,517-54.3% | $5,287-69.6% |
| Admin fee / account holder | $273 | $5,263-94.8% | $4,510-94.0% | $10,132-97.3% |