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 | $13,666 | $98,240-86.1% | $82,313-83.4% | $147,584-90.7% |
| Participation rate | 68.8% | 79.7%-11.0pp | 76.9%-8.1pp | 82.8%-14.1pp |
| Annual return | 11.25% | 30.85%-19.6pp | 25.88%-14.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $952 | $3,192-70.2% | $2,428-60.8% | $4,876-80.5% |
| Participant deferral / active EE | $1,684 | $4,383-61.6% | $3,706-54.6% | $5,439-69.0% |
| Admin fee / account holder | $87 | $8,563-99.0% | $5,608-98.4% | $10,885-99.2% |