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 | $10,688 | $135,952-92.1% | $123,892-91.4% | $273,961-96.1% |
| Participation rate | 61.5% | 84.1%-22.5pp | 81.4%-19.9pp | 83.0%-21.5pp |
| Annual return | 19.94% | 56.63%-36.7pp | 47.52%-27.6pp | 41.45%-21.5pp |
| Employer contribution / active EE | $1,010 | $5,170-80.5% | $4,617-78.1% | $4,869-79.3% |
| Participant deferral / active EE | $3,419 | $6,343-46.1% | $5,984-42.9% | $5,287-35.3% |
| Admin fee / account holder | $140 | $9,817-98.6% | $8,357-98.3% | $10,132-98.6% |