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 | $20,565 | $85,766-76.0% | $136,294-84.9% | $70,131-70.7% |
| Participation rate | 67.4% | 74.2%-6.7pp | 81.9%-14.5pp | 69.5%-2.1pp |
| Annual return | 23.57% | 31.45%-7.9pp | 5155.94%-5132.4pp | 73.14%-49.6pp |
| Employer contribution / active EE | $1,343 | $2,966-54.7% | $4,695-71.4% | $2,342-42.7% |
| Participant deferral / active EE | $2,362 | $5,051-53.2% | $6,247-62.2% | $3,332-29.1% |
| Admin fee / account holder | $4 | $5,420-99.9% | $9,243-100.0% | $4,645-99.9% |