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 | $3,828 | $90,503-95.8% | $78,689-95.1% | $273,961-98.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 17.17% | 75.60%-58.4pp | 62.18%-45.0pp | 41.45%-24.3pp |
| Employer contribution / active EE | $3,326 | $3,176+4.7% | $2,851+16.7% | $4,869-31.7% |
| Participant deferral / active EE | $1,519 | $3,901-61.1% | $3,517-56.8% | $5,287-71.3% |
| Admin fee / account holder | $17 | $5,263-99.7% | $4,510-99.6% | $10,132-99.8% |