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 | $8,875 | $77,634-88.6% | $156,549-94.3% | $62,891-85.9% |
| Participation rate | 62.7% | 71.2%-8.5pp | 84.0%-21.3pp | 69.3%-6.6pp |
| Annual return | 7.09% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $806 | $3,444-76.6% | $5,501-85.3% | $2,281-64.7% |
| Participant deferral / active EE | $1,510 | $3,045-50.4% | $4,871-69.0% | $3,203-52.9% |
| Admin fee / account holder | $271 | $5,561-95.1% | $13,027-97.9% | $4,296-93.7% |