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 | $8,124 | $76,367-89.4% | $93,606-91.3% | $72,985-88.9% |
| Participation rate | 62.5% | 71.7%-9.2pp | 75.8%-13.3pp | 69.5%-7.0pp |
| Annual return | 25.57% | 25.82%-0.2pp | 32.76%-7.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,428 | $2,275-37.2% | $2,718-47.5% | $2,440-41.5% |
| Participant deferral / active EE | $1,855 | $3,538-47.6% | $4,069-54.4% | $3,607-48.6% |
| Admin fee / account holder | $269 | $6,838-96.1% | $7,888-96.6% | $5,124-94.7% |