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 5-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 | $5,381 | $115,708-95.3% | $65,255-91.8% | $139,434-96.1% |
| Participation rate | 63.6% | 67.8%-4.2pp | 65.0%-1.3pp | 80.3%-16.7pp |
| Annual return | 23.96% | 31.19%-7.2pp | 47.35%-23.4pp | 372.94%-349.0pp |
| Employer contribution / active EE | $638 | $2,599-75.5% | $1,691-62.3% | $4,751-86.6% |
| Participant deferral / active EE | $867 | $4,240-79.5% | $2,831-69.4% | $6,710-87.1% |
| Admin fee / account holder | $16 | $6,698-99.8% | $4,112-99.6% | $11,403-99.9% |