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 7-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 | $13,095 | $227,553-94.2% | $189,557-93.1% | $167,490-92.2% |
| Participation rate | 69.2% | 82.5%-13.3pp | 78.4%-9.2pp | 82.1%-12.9pp |
| Annual return | 11.44% | 78.40%-67.0pp | 64.17%-52.7pp | 478.56%-467.1pp |
| Employer contribution / active EE | $981 | $5,316-81.5% | $4,412-77.8% | $4,837-79.7% |
| Participant deferral / active EE | $2,972 | $7,002-57.6% | $6,174-51.9% | $6,341-53.1% |
| Admin fee / account holder | $18 | $11,878-99.9% | $9,807-99.8% | $12,309-99.9% |