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 | $11,934 | $96,956-87.7% | $70,014-83.0% | $273,961-95.6% |
| Participation rate | 30.0% | 77.1%-47.1pp | 71.8%-41.8pp | 83.0%-53.0pp |
| Annual return | 12.14% | 12.93%-0.8pp | 12.99%-0.8pp | 41.45%-29.3pp |
| Employer contribution / active EE | $768 | $3,316-76.8% | $2,338-67.2% | $4,869-84.2% |
| Participant deferral / active EE | $886 | $3,744-76.3% | $2,931-69.8% | $5,287-83.2% |
| Admin fee / account holder | $130 | $7,934-98.4% | $4,380-97.0% | $10,132-98.7% |