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 | $7,465 | $93,346-92.0% | $71,796-89.6% | $273,961-97.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 10.99% | 130.39%-119.4pp | 78.04%-67.1pp | 41.45%-30.5pp |
| Employer contribution / active EE | $835 | $2,733-69.5% | $1,924-56.6% | $4,869-82.9% |
| Participant deferral / active EE | $1,911 | $3,475-45.0% | $2,794-31.6% | $5,287-63.8% |
| Admin fee / account holder | $150 | $6,571-97.7% | $4,815-96.9% | $10,132-98.5% |