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 | $5,855 | $96,965-94.0% | $97,995-94.0% | $147,584-96.0% |
| Participation rate | 7.1% | 83.6%-76.5pp | 82.4%-75.2pp | 82.8%-75.7pp |
| Annual return | 18.16% | 24.11%-6.0pp | 23.94%-5.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,129 | $5,081-58.1% | $5,097-58.2% | $5,439-60.9% |
| Admin fee / account holder | $230 | $8,120-97.2% | $5,943-96.1% | $10,885-97.9% |