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 8-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 | $6,742 | $103,949-93.5% | $69,182-90.3% | $273,961-97.5% |
| Participation rate | 0.0% | 67.4%-67.4pp | 55.1%-55.1pp | 83.0%-83.0pp |
| Annual return | 10.03% | 35.28%-25.2pp | -21.93%+32.0pp | 41.45%-31.4pp |
| Employer contribution / active EE | $592 | $1,783-66.8% | $1,206-50.9% | $4,869-87.8% |
| Participant deferral / active EE | $1,303 | $2,716-52.0% | $1,897-31.3% | $5,287-75.4% |
| Admin fee / account holder | $32 | $3,671-99.1% | $2,697-98.8% | $10,132-99.7% |