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 | $12,643 | $112,096-88.7% | $95,952-86.8% | $158,922-92.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 22.54% | 171.09%-148.6pp | 91.61%-69.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $857 | $3,198-73.2% | $2,541-66.3% | $4,761-82.0% |
| Participant deferral / active EE | $2,000 | $4,784-58.2% | $4,167-52.0% | $5,982-66.6% |
| Admin fee / account holder | $245 | $10,130-97.6% | $6,795-96.4% | $11,246-97.8% |