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 | $18,690 | $72,404-74.2% | $110,238-83.0% | $64,186-70.9% |
| Participation rate | 41.5% | 73.3%-31.8pp | 79.8%-38.3pp | 69.6%-28.0pp |
| Annual return | -6.98% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,815 | $3,469-47.7% | $4,672-61.1% | $3,470-47.7% |
| Admin fee / account holder | $31 | $5,664-99.5% | $8,547-99.6% | $4,888-99.4% |