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 | $6,729 | $215,361-96.9% | $171,082-96.1% | $273,961-97.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 6.75% | 25.14%-18.4pp | 32.56%-25.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $322 | $4,967-93.5% | $4,002-91.9% | $4,869-93.4% |
| Participant deferral / active EE | $829 | $5,543-85.0% | $4,797-82.7% | $5,287-84.3% |
| Admin fee / account holder | $93 | $10,846-99.1% | $8,520-98.9% | $10,132-99.1% |