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 | $18,759 | $106,890-82.5% | $84,015-77.7% | $152,861-87.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 34.72% | 104.99%-70.3pp | 71.31%-36.6pp | 345.32%-310.6pp |
| Employer contribution / active EE | $852 | $2,734-68.9% | $1,983-57.1% | $4,762-82.1% |
| Participant deferral / active EE | $2,228 | $4,011-44.5% | $3,239-31.2% | $5,850-61.9% |
| Admin fee / account holder | $113 | $8,285-98.6% | $6,101-98.2% | $11,596-99.0% |