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 | $8,225 | $91,037-91.0% | $71,671-88.5% | $147,584-94.4% |
| Participation rate | 36.4% | 76.1%-39.8pp | 68.7%-32.4pp | 82.8%-46.5pp |
| Annual return | 24.11% | 20.48%+3.6pp | 20.65%+3.5pp | 578.55%-554.4pp |
| Employer contribution / active EE | $524 | $3,327-84.2% | $2,460-78.7% | $4,876-89.2% |
| Participant deferral / active EE | $1,852 | $4,498-58.8% | $3,438-46.1% | $5,439-65.9% |
| Admin fee / account holder | $264 | $8,613-96.9% | $5,558-95.3% | $10,885-97.6% |