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 | $18,856 | $72,277-73.9% | $101,248-81.4% | $79,858-76.4% |
| Participation rate | 64.0% | 68.5%-4.5pp | 75.8%-11.8pp | 69.6%-5.6pp |
| Annual return | 21.31% | 22.30%-1.0pp | 46.47%-25.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $841 | $2,692-68.7% | $3,660-77.0% | $2,471-66.0% |
| Participant deferral / active EE | $1,911 | $3,282-41.8% | $4,370-56.3% | $3,740-48.9% |
| Admin fee / account holder | $253 | $4,400-94.3% | $5,945-95.7% | $5,306-95.2% |