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 | $3,744 | $50,972-92.7% | $88,538-95.8% | $72,985-94.9% |
| Participation rate | 3.8% | 63.4%-59.6pp | 68.7%-64.9pp | 69.5%-65.6pp |
| Annual return | 17.57% | 29.62%-12.1pp | 43.64%-26.1pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $2,914-100.0% | $3,607-100.0% |
| Admin fee / account holder | $85 | $3,230-97.4% | $4,310-98.0% | $5,124-98.3% |