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 | $11,974 | $232,540-94.9% | $185,117-93.5% | $147,584-91.9% |
| Participation rate | 58.3% | 82.4%-24.0pp | 77.3%-18.9pp | 82.8%-24.5pp |
| Annual return | 26.45% | 43.03%-16.6pp | 40.50%-14.0pp | 578.55%-552.1pp |
| Employer contribution / active EE | $797 | $5,195-84.7% | $4,182-80.9% | $4,876-83.7% |
| Participant deferral / active EE | $1,726 | $5,834-70.4% | $5,045-65.8% | $5,439-68.3% |
| Admin fee / account holder | $189 | $10,275-98.2% | $8,159-97.7% | $10,885-98.3% |