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 | $11,292 | $105,630-89.3% | $87,507-87.1% | $273,961-95.9% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 11.11% | 12.25%-1.1pp | 12.21%-1.1pp | 41.45%-30.3pp |
| Employer contribution / active EE | $747 | $3,141-76.2% | $2,550-70.7% | $4,869-84.7% |
| Participant deferral / active EE | $1,064 | $3,601-70.4% | $3,149-66.2% | $5,287-79.9% |
| Admin fee / account holder | $294 | $4,781-93.9% | $4,221-93.0% | $10,132-97.1% |