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 | $11,516 | $104,907-89.0% | $84,611-86.4% | $152,861-92.5% |
| Participation rate | 36.8% | 74.8%-38.0pp | 68.2%-31.4pp | 82.4%-45.6pp |
| Annual return | 26.74% | 373.79%-347.0pp | 258.74%-232.0pp | 345.32%-318.6pp |
| Employer contribution / active EE | $374 | $3,302-88.7% | $2,652-85.9% | $4,762-92.1% |
| Participant deferral / active EE | $806 | $4,688-82.8% | $3,899-79.3% | $5,850-86.2% |
| Admin fee / account holder | $21 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |