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 | $7,110 | $62,672-88.7% | $185,117-96.2% | $70,131-89.9% |
| Participation rate | 48.1% | 63.8%-15.6pp | 77.3%-29.1pp | 69.5%-21.4pp |
| Annual return | 18.20% | 40.79%-22.6pp | 40.50%-22.3pp | 73.14%-54.9pp |
| Employer contribution / active EE | $555 | $1,753-68.4% | $4,182-86.7% | $2,342-76.3% |
| Participant deferral / active EE | $1,230 | $3,272-62.4% | $5,045-75.6% | $3,332-63.1% |
| Admin fee / account holder | $20 | $3,932-99.5% | $8,159-99.8% | $4,645-99.6% |