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 | $5,904 | $53,127-88.9% | $86,590-93.2% | $70,131-91.6% |
| Participation rate | 41.6% | 65.3%-23.7pp | 73.5%-32.0pp | 69.5%-28.0pp |
| Annual return | 26.05% | 27.66%-1.6pp | 964.84%-938.8pp | 73.14%-47.1pp |
| Employer contribution / active EE | $367 | $2,068-82.2% | $2,839-87.1% | $2,342-84.3% |
| Participant deferral / active EE | $822 | $2,696-69.5% | $3,609-77.2% | $3,332-75.3% |
| Admin fee / account holder | $122 | $3,585-96.6% | $4,906-97.5% | $4,645-97.4% |