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 | $20,137 | $54,541-63.1% | $78,778-74.4% | $70,131-71.3% |
| Participation rate | 46.4% | 60.8%-14.4pp | 69.2%-22.8pp | 69.5%-23.1pp |
| Annual return | 19.40% | 21.07%-1.7pp | 35.62%-16.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,025 | $1,089-5.8% | $1,986-48.4% | $2,342-56.2% |
| Participant deferral / active EE | $1,906 | $2,210-13.8% | $2,958-35.6% | $3,332-42.8% |
| Admin fee / account holder | $255 | $3,709-93.1% | $5,134-95.0% | $4,645-94.5% |