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 | $10,186 | $90,503-88.7% | $78,689-87.1% | $273,961-96.3% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 8.62% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $815 | $3,176-74.3% | $2,851-71.4% | $4,869-83.3% |
| Participant deferral / active EE | $1,630 | $3,901-58.2% | $3,517-53.6% | $5,287-69.2% |
| Admin fee / account holder | $65 | $5,263-98.8% | $4,510-98.6% | $10,132-99.4% |