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 | $5,416 | $45,035-88.0% | $62,995-91.4% | $70,131-92.3% |
| Participation rate | 48.5% | 69.5%-21.0pp | 74.8%-26.3pp | 69.5%-21.0pp |
| Annual return | 153.86% | 18.76%+135.1pp | 87.57%+66.3pp | 73.14%+80.7pp |
| Employer contribution / active EE | $570 | $2,051-72.2% | $2,759-79.3% | $2,342-75.7% |
| Participant deferral / active EE | $1,844 | $2,465-25.2% | $3,329-44.6% | $3,332-44.6% |
| Admin fee / account holder | $282 | $2,834-90.0% | $3,600-92.2% | $4,645-93.9% |