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 | $6,719 | $232,540-97.1% | $185,117-96.4% | $147,584-95.4% |
| Participation rate | 46.7% | 82.4%-35.7pp | 77.3%-30.6pp | 82.8%-36.2pp |
| Annual return | 21.40% | 43.03%-21.6pp | 40.50%-19.1pp | 578.55%-557.1pp |
| Employer contribution / active EE | $774 | $5,195-85.1% | $4,182-81.5% | $4,876-84.1% |
| Participant deferral / active EE | $945 | $5,834-83.8% | $5,045-81.3% | $5,439-82.6% |
| Admin fee / account holder | $116 | $10,275-98.9% | $8,159-98.6% | $10,885-98.9% |