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 | $8,432 | $57,065-85.2% | $75,670-88.9% | $70,131-88.0% |
| Participation rate | 68.0% | 68.1%-0.1pp | 72.3%-4.3pp | 69.5%-1.5pp |
| Annual return | 167.80% | 23.57%+144.2pp | 27.34%+140.5pp | 73.14%+94.7pp |
| Employer contribution / active EE | $1,705 | $1,817-6.2% | $2,352-27.5% | $2,342-27.2% |
| Participant deferral / active EE | $2,534 | $2,580-1.8% | $3,142-19.4% | $3,332-23.9% |
| Admin fee / account holder | $78 | $3,825-98.0% | $5,800-98.6% | $4,645-98.3% |