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 | $10,610 | $105,630-90.0% | $87,507-87.9% | $273,961-96.1% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 7.32% | 12.25%-4.9pp | 12.21%-4.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $889 | $3,141-71.7% | $2,550-65.1% | $4,869-81.7% |
| Participant deferral / active EE | $2,890 | $3,601-19.7% | $3,149-8.2% | $5,287-45.3% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |