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 | $19,701 | $168,632-88.3% | $147,614-86.7% | $125,391-84.3% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -1.63% | 77.65%-79.3pp | 61.98%-63.6pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,413 | $6,252-45.4% | $5,564-38.7% | $4,866-29.9% |
| Participant deferral / active EE | $4,804 | $5,507-12.8% | $4,895-1.9% | $5,352-10.2% |
| Admin fee / account holder | $24 | $13,580-99.8% | $11,611-99.8% | $9,540-99.7% |