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 | $8,131 | $96,956-91.6% | $70,014-88.4% | $273,961-97.0% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.8%-5.1pp | 83.0%-16.3pp |
| Annual return | 3.64% | 12.93%-9.3pp | 12.99%-9.3pp | 41.45%-37.8pp |
| Employer contribution / active EE | $961 | $3,316-71.0% | $2,338-58.9% | $4,869-80.3% |
| Participant deferral / active EE | $1,921 | $3,744-48.7% | $2,931-34.4% | $5,287-63.7% |
| Admin fee / account holder | $4 | $7,934-100.0% | $4,380-99.9% | $10,132-100.0% |