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 | $9,630 | $96,484-90.0% | $75,886-87.3% | $152,861-93.7% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 31.36% | 33.98%-2.6pp | 30.76%+0.6pp | 345.32%-314.0pp |
| Employer contribution / active EE | $1,039 | $3,309-68.6% | $2,500-58.5% | $4,762-78.2% |
| Participant deferral / active EE | $3,267 | $4,553-28.2% | $3,603-9.3% | $5,850-44.2% |
| Admin fee / account holder | $143 | $8,078-98.2% | $5,418-97.4% | $11,596-98.8% |