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 | $8,817 | $104,907-91.6% | $84,611-89.6% | $152,861-94.2% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 20.84% | 373.79%-352.9pp | 258.74%-237.9pp | 345.32%-324.5pp |
| Employer contribution / active EE | $523 | $3,302-84.2% | $2,652-80.3% | $4,762-89.0% |
| Participant deferral / active EE | $977 | $4,688-79.2% | $3,899-74.9% | $5,850-83.3% |
| Admin fee / account holder | $87 | $6,241-98.6% | $4,912-98.2% | $11,596-99.3% |