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 | $7,082 | $69,977-89.9% | $108,579-93.5% | $62,891-88.7% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 13.33% | 10.73%+2.6pp | -51.70%+65.0pp | 20.14%-6.8pp |
| Employer contribution / active EE | $875 | $2,135-59.0% | $3,758-76.7% | $2,281-61.6% |
| Participant deferral / active EE | $1,482 | $3,165-53.2% | $4,311-65.6% | $3,203-53.7% |
| Admin fee / account holder | $110 | $5,076-97.8% | $7,645-98.6% | $4,296-97.4% |