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 | $6,930 | $39,122-82.3% | $57,179-87.9% | $62,891-89.0% |
| Participation rate | 49.0% | 70.5%-21.5pp | 75.3%-26.4pp | 69.3%-20.3pp |
| Annual return | 27.32% | 9.23%+18.1pp | 14.59%+12.7pp | 20.14%+7.2pp |
| Employer contribution / active EE | $941 | $1,874-49.8% | $2,682-64.9% | $2,281-58.7% |
| Participant deferral / active EE | $2,064 | $2,374-13.1% | $3,096-33.3% | $3,203-35.6% |
| Admin fee / account holder | $13 | $2,592-99.5% | $3,139-99.6% | $4,296-99.7% |