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 5-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 | $12,680 | $99,341-87.2% | $84,750-85.0% | $273,961-95.4% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 4.71% | 22.93%-18.2pp | 22.78%-18.1pp | 41.45%-36.7pp |
| Employer contribution / active EE | $665 | $4,214-84.2% | $3,574-81.4% | $4,869-86.3% |
| Participant deferral / active EE | $2,274 | $4,269-46.7% | $3,712-38.7% | $5,287-57.0% |
| Admin fee / account holder | $80 | $6,644-98.8% | $5,332-98.5% | $10,132-99.2% |