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 | $15,347 | $48,364-68.3% | $71,796-78.6% | $62,891-75.6% |
| Participation rate | 51.3% | 60.6%-9.3pp | 69.1%-17.8pp | 69.3%-18.0pp |
| Annual return | 7.23% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $555 | $1,042-46.8% | $1,924-71.2% | $2,281-75.7% |
| Participant deferral / active EE | $1,584 | $2,091-24.3% | $2,794-43.3% | $3,203-50.6% |
| Admin fee / account holder | $292 | $3,771-92.3% | $4,815-93.9% | $4,296-93.2% |