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 | $9,727 | $54,762-82.2% | $90,281-89.2% | $72,985-86.7% |
| Participation rate | 25.8% | 65.1%-39.3pp | 73.3%-47.5pp | 69.5%-43.7pp |
| Annual return | 26.95% | 30.63%-3.7pp | 78.10%-51.1pp | 81.00%-54.1pp |
| Employer contribution / active EE | $347 | $2,092-83.4% | $2,854-87.8% | $2,440-85.8% |
| Participant deferral / active EE | $2,153 | $2,887-25.4% | $3,885-44.6% | $3,607-40.3% |
| Admin fee / account holder | $17 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |