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 | $9,247 | $93,071-90.1% | $74,583-87.6% | $273,961-96.6% |
| Participation rate | 41.7% | 74.9%-33.3pp | 68.1%-26.4pp | 83.0%-41.3pp |
| Annual return | 7.19% | 26.18%-19.0pp | 20.47%-13.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $97 | $3,160-96.9% | $2,525-96.2% | $4,869-98.0% |
| Participant deferral / active EE | $2,145 | $4,160-48.4% | $3,458-38.0% | $5,287-59.4% |
| Admin fee / account holder | $205 | $5,272-96.1% | $4,138-95.0% | $10,132-98.0% |