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 | $13,987 | $56,897-75.4% | $84,750-83.5% | $62,891-77.8% |
| Participation rate | 37.5% | 68.5%-31.0pp | 76.6%-39.1pp | 69.3%-31.8pp |
| Annual return | 7.63% | 6.30%+1.3pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $980 | $2,400-59.2% | $3,574-72.6% | $2,281-57.0% |
| Participant deferral / active EE | $1,125 | $2,709-58.5% | $3,712-69.7% | $3,203-64.9% |
| Admin fee / account holder | $101 | $3,581-97.2% | $5,332-98.1% | $4,296-97.7% |