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 | $11,816 | $88,707-86.7% | $74,183-84.1% | $273,961-95.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 9.89% | 11.94%-2.1pp | 17.74%-7.8pp | 41.45%-31.6pp |
| Employer contribution / active EE | $959 | $3,159-69.6% | $2,370-59.5% | $4,869-80.3% |
| Participant deferral / active EE | $1,371 | $4,212-67.5% | $3,550-61.4% | $5,287-74.1% |
| Admin fee / account holder | $127 | $8,717-98.5% | $5,586-97.7% | $10,132-98.7% |