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 | $7,315 | $90,503-91.9% | $78,689-90.7% | $273,961-97.3% |
| Participation rate | 46.2% | 76.5%-30.4pp | 73.6%-27.4pp | 83.0%-36.9pp |
| Annual return | 10.60% | 75.60%-65.0pp | 62.18%-51.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $741 | $3,176-76.7% | $2,851-74.0% | $4,869-84.8% |
| Participant deferral / active EE | $919 | $3,901-76.5% | $3,517-73.9% | $5,287-82.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |