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 | $7,643 | $96,557-92.1% | $80,975-90.6% | $273,961-97.2% |
| Participation rate | 57.1% | 79.1%-21.9pp | 75.8%-18.7pp | 83.0%-25.9pp |
| Annual return | 22.45% | 15.14%+7.3pp | 17.10%+5.3pp | 41.45%-19.0pp |
| Employer contribution / active EE | $812 | $4,868-83.3% | $3,714-78.2% | $4,869-83.3% |
| Participant deferral / active EE | $2,381 | $6,598-63.9% | $5,696-58.2% | $5,287-55.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |