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 | $10,580 | $104,907-89.9% | $84,611-87.5% | $152,861-93.1% |
| Participation rate | 65.2% | 74.8%-9.6pp | 68.2%-3.0pp | 82.4%-17.2pp |
| Annual return | 31.36% | 373.79%-342.4pp | 258.74%-227.4pp | 345.32%-314.0pp |
| Employer contribution / active EE | $968 | $3,302-70.7% | $2,652-63.5% | $4,762-79.7% |
| Participant deferral / active EE | $1,702 | $4,688-63.7% | $3,899-56.3% | $5,850-70.9% |
| Admin fee / account holder | $17 | $6,241-99.7% | $4,912-99.7% | $11,596-99.9% |