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 | $6,368 | $47,944-86.7% | $67,834-90.6% | $62,891-89.9% |
| Participation rate | 69.7% | 61.1%+8.6pp | 68.8%+0.9pp | 69.3%+0.4pp |
| Annual return | 16.89% | 11.77%+5.1pp | 138.47%-121.6pp | 20.14%-3.3pp |
| Employer contribution / active EE | $1,907 | $1,562+22.1% | $2,403-20.7% | $2,281-16.4% |
| Participant deferral / active EE | $2,335 | $2,247+3.9% | $3,160-26.1% | $3,203-27.1% |
| Admin fee / account holder | $217 | $3,712-94.1% | $4,622-95.3% | $4,296-94.9% |