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 | $10,622 | $112,881-90.6% | $90,951-88.3% | $158,922-93.3% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 23.00% | 215.79%-192.8pp | 134.60%-111.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $872 | $2,893-69.9% | $2,122-58.9% | $4,761-81.7% |
| Participant deferral / active EE | $1,868 | $4,128-54.7% | $3,373-44.6% | $5,982-68.8% |
| Admin fee / account holder | $176 | $8,041-97.8% | $5,959-97.0% | $11,246-98.4% |