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 | $23,723 | $153,772-84.6% | $133,980-82.3% | $273,961-91.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 18.58% | 36.51%-17.9pp | 29.30%-10.7pp | 41.45%-22.9pp |
| Employer contribution / active EE | $3,395 | $6,029-43.7% | $5,211-34.8% | $4,869-30.3% |
| Participant deferral / active EE | $6,604 | $6,958-5.1% | $6,282+5.1% | $5,287+24.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |