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 | $9,390 | $65,685-85.7% | $57,179-83.6% | $273,961-96.6% |
| Participation rate | 41.2% | 78.3%-37.2pp | 75.3%-34.2pp | 83.0%-41.8pp |
| Annual return | 8.35% | 21.99%-13.6pp | 14.59%-6.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $847 | $3,279-74.2% | $2,682-68.4% | $4,869-82.6% |
| Participant deferral / active EE | $882 | $3,782-76.7% | $3,096-71.5% | $5,287-83.3% |
| Admin fee / account holder | $101 | $4,835-97.9% | $3,139-96.8% | $10,132-99.0% |