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 | $5,330 | $90,503-94.1% | $78,689-93.2% | $273,961-98.1% |
| Participation rate | 65.0% | 76.5%-11.5pp | 73.6%-8.6pp | 83.0%-18.0pp |
| Annual return | 5.02% | 75.60%-70.6pp | 62.18%-57.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $723 | $3,176-77.2% | $2,851-74.6% | $4,869-85.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $62 | $5,263-98.8% | $4,510-98.6% | $10,132-99.4% |