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 | $9,771 | $53,127-81.6% | $86,590-88.7% | $70,131-86.1% |
| Participation rate | 28.6% | 65.3%-36.7pp | 73.5%-45.0pp | 69.5%-41.0pp |
| Annual return | 19.18% | 27.66%-8.5pp | 964.84%-945.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $528 | $2,068-74.5% | $2,839-81.4% | $2,342-77.4% |
| Participant deferral / active EE | $801 | $2,696-70.3% | $3,609-77.8% | $3,332-76.0% |
| Admin fee / account holder | $62 | $3,585-98.3% | $4,906-98.7% | $4,645-98.7% |