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 | $3,953 | $77,419-94.9% | $69,455-94.3% | $152,861-97.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.4%-22.4pp |
| Annual return | 26.47% | 39.06%-12.6pp | 28.97%-2.5pp | 345.32%-318.8pp |
| Employer contribution / active EE | $935 | $3,315-71.8% | $2,779-66.4% | $4,762-80.4% |
| Participant deferral / active EE | $1,043 | $4,414-76.4% | $3,535-70.5% | $5,850-82.2% |
| Admin fee / account holder | $17 | $6,207-99.7% | $3,839-99.6% | $11,596-99.9% |