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 | $19,690 | $165,912-88.1% | $122,332-83.9% | $147,584-86.7% |
| Participation rate | 26.3% | 79.6%-53.3pp | 71.6%-45.3pp | 82.8%-56.5pp |
| Annual return | 19.53% | 34.55%-15.0pp | 30.27%-10.7pp | 578.55%-559.0pp |
| Employer contribution / active EE | $739 | $5,754-87.2% | $4,050-81.8% | $4,876-84.8% |
| Participant deferral / active EE | $2,641 | $4,005-34.1% | $3,287-19.6% | $5,439-51.4% |
| Admin fee / account holder | $201 | $7,424-97.3% | $5,478-96.3% | $10,885-98.1% |