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 | $15,923 | $52,681-69.8% | $75,781-79.0% | $59,632-73.3% |
| Participation rate | 51.3% | 67.2%-15.9pp | 75.8%-24.5pp | 68.7%-17.4pp |
| Annual return | -2.41% | 2.95%-5.4pp | 9.68%-12.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $502 | $2,193-77.1% | $3,323-84.9% | $2,203-77.2% |
| Participant deferral / active EE | $1,029 | $2,591-60.3% | $3,651-71.8% | $3,192-67.8% |
| Admin fee / account holder | $153 | $3,610-95.8% | $5,299-97.1% | $4,297-96.4% |