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 | $13,839 | $105,859-86.9% | $90,160-84.7% | $147,584-90.6% |
| Participation rate | 56.3% | 79.7%-23.5pp | 76.9%-20.6pp | 82.8%-26.6pp |
| Annual return | 11.39% | 37.63%-26.2pp | 34.88%-23.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,526 | $4,126-38.8% | $3,318-23.9% | $4,876-48.2% |
| Participant deferral / active EE | $2,962 | $5,733-48.3% | $5,288-44.0% | $5,439-45.5% |
| Admin fee / account holder | $299 | $8,046-96.3% | $5,943-95.0% | $10,885-97.3% |