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 | $9,683 | $158,817-93.9% | $121,196-92.0% | $135,375-92.8% |
| Participation rate | 16.7% | 79.3%-62.6pp | 71.7%-55.1pp | 82.6%-66.0pp |
| Annual return | -5.18% | -0.64%-4.5pp | 16.93%-22.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $273 | $5,665-95.2% | $4,022-93.2% | $4,779-94.3% |
| Participant deferral / active EE | $347 | $4,005-91.3% | $3,344-89.6% | $5,609-93.8% |
| Admin fee / account holder | $141 | $6,512-97.8% | $5,019-97.2% | $10,827-98.7% |