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 | $16,558 | $215,361-92.3% | $171,082-90.3% | $273,961-94.0% |
| Participation rate | 42.9% | 82.0%-39.2pp | 76.7%-33.8pp | 83.0%-40.2pp |
| Annual return | 11.34% | 25.14%-13.8pp | 32.56%-21.2pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,406 | $4,967-71.7% | $4,002-64.9% | $4,869-71.1% |
| Participant deferral / active EE | $1,866 | $5,543-66.3% | $4,797-61.1% | $5,287-64.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |