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 | $15,222 | $88,707-82.8% | $74,183-79.5% | $273,961-94.4% |
| Participation rate | 42.1% | 79.4%-37.3pp | 76.6%-34.5pp | 83.0%-40.9pp |
| Annual return | 8.63% | 11.94%-3.3pp | 17.74%-9.1pp | 41.45%-32.8pp |
| Employer contribution / active EE | $749 | $3,159-76.3% | $2,370-68.4% | $4,869-84.6% |
| Participant deferral / active EE | $1,646 | $4,212-60.9% | $3,550-53.6% | $5,287-68.9% |
| Admin fee / account holder | $24 | $8,717-99.7% | $5,586-99.6% | $10,132-99.8% |