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 | $19,391 | $127,100-84.7% | $105,738-81.7% | $135,375-85.7% |
| Participation rate | 25.0% | 82.7%-57.7pp | 76.3%-51.3pp | 82.6%-57.6pp |
| Annual return | 4.83% | 4.49%+0.3pp | 6.27%-1.4pp | 519.73%-514.9pp |
| Employer contribution / active EE | $2,734 | $4,107-33.4% | $3,268-16.3% | $4,779-42.8% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $63 | $9,087-99.3% | $6,913-99.1% | $10,827-99.4% |