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 | $7,544 | $45,073-83.3% | $69,455-89.1% | $72,985-89.7% |
| Participation rate | 68.9% | 68.5%+0.4pp | 74.6%-5.8pp | 69.5%-0.6pp |
| Annual return | 26.83% | 22.65%+4.2pp | 28.97%-2.1pp | 81.00%-54.2pp |
| Employer contribution / active EE | $915 | $2,054-55.4% | $2,779-67.1% | $2,440-62.5% |
| Participant deferral / active EE | $1,877 | $2,602-27.9% | $3,535-46.9% | $3,607-48.0% |
| Admin fee / account holder | $166 | $3,056-94.6% | $3,839-95.7% | $5,124-96.8% |