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 | $8,036 | $168,632-95.2% | $147,614-94.6% | $125,391-93.6% |
| Participation rate | 14.3% | 88.8%-74.5pp | 84.6%-70.3pp | 83.2%-68.9pp |
| Annual return | 5.23% | 77.65%-72.4pp | 61.98%-56.8pp | 282.22%-277.0pp |
| Employer contribution / active EE | $1,790 | $6,252-71.4% | $5,564-67.8% | $4,866-63.2% |
| Participant deferral / active EE | $4,026 | $5,507-26.9% | $4,895-17.8% | $5,352-24.8% |
| Admin fee / account holder | $68 | $13,580-99.5% | $11,611-99.4% | $9,540-99.3% |