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 8-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 | $9,722 | $87,540-88.9% | $75,781-87.2% | $125,391-92.2% |
| Participation rate | 62.5% | 80.2%-17.7pp | 75.8%-13.3pp | 83.2%-20.7pp |
| Annual return | -0.54% | 13.48%-14.0pp | 9.68%-10.2pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,042 | $3,930-73.5% | $3,323-68.6% | $4,866-78.6% |
| Participant deferral / active EE | $1,443 | $4,229-65.9% | $3,651-60.5% | $5,352-73.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |