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 | $11,078 | $153,311-92.8% | $109,313-89.9% | $273,961-96.0% |
| Participation rate | 28.6% | 80.1%-51.5pp | 71.3%-42.7pp | 83.0%-54.4pp |
| Annual return | 11.49% | 29.86%-18.4pp | 22.07%-10.6pp | 41.45%-30.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,486 | $3,932-62.2% | $3,166-53.1% | $5,287-71.9% |
| Admin fee / account holder | $80 | $8,076-99.0% | $5,666-98.6% | $10,132-99.2% |