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 | $40,429 | $123,793-67.3% | $177,821-77.3% | $79,858-49.4% |
| Participation rate | 68.3% | 84.7%-16.4pp | 87.7%-19.4pp | 69.6%-1.3pp |
| Annual return | 19.76% | 22.82%-3.1pp | 48.32%-28.6pp | 31.71%-12.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,439 | $5,956-25.5% | $7,714-42.5% | $3,740+18.7% |
| Admin fee / account holder | $143 | $7,243-98.0% | $12,427-98.8% | $5,306-97.3% |