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 | $10,770 | $77,419-86.1% | $69,455-84.5% | $152,861-93.0% |
| Participation rate | 64.7% | 78.1%-13.4pp | 74.6%-9.9pp | 82.4%-17.7pp |
| Annual return | 31.75% | 39.06%-7.3pp | 28.97%+2.8pp | 345.32%-313.6pp |
| Employer contribution / active EE | $738 | $3,315-77.7% | $2,779-73.4% | $4,762-84.5% |
| Participant deferral / active EE | $1,695 | $4,414-61.6% | $3,535-52.1% | $5,850-71.0% |
| Admin fee / account holder | $92 | $6,207-98.5% | $3,839-97.6% | $11,596-99.2% |