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 9-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 | $2,166 | $54,762-96.0% | $90,281-97.6% | $72,985-97.0% |
| Participation rate | 69.2% | 65.1%+4.1pp | 73.3%-4.0pp | 69.5%-0.3pp |
| Annual return | 18.04% | 30.63%-12.6pp | 78.10%-60.1pp | 81.00%-63.0pp |
| Employer contribution / active EE | $492 | $2,092-76.5% | $2,854-82.8% | $2,440-79.8% |
| Participant deferral / active EE | $860 | $2,887-70.2% | $3,885-77.9% | $3,607-76.2% |
| Admin fee / account holder | $179 | $3,972-95.5% | $5,351-96.7% | $5,124-96.5% |