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 | $13,292 | $190,805-93.0% | $159,960-91.7% | $134,475-90.1% |
| Participation rate | 64.3% | 81.9%-17.6pp | 78.0%-13.7pp | 81.2%-16.9pp |
| Annual return | -11.36% | 552.23%-563.6pp | 408.60%-420.0pp | 417.96%-429.3pp |
| Employer contribution / active EE | $1,757 | $4,995-64.8% | $4,226-58.4% | $4,740-62.9% |
| Participant deferral / active EE | $3,633 | $6,923-47.5% | $6,182-41.2% | $6,400-43.2% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |