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 | $9,279 | $84,695-89.0% | $73,843-87.4% | $125,391-92.6% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.4%-10.9pp | 83.2%-20.7pp |
| Annual return | -2.29% | 3123.53%-3125.8pp | 2267.84%-2270.1pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,287 | $3,123-58.8% | $2,787-53.8% | $4,866-73.6% |
| Participant deferral / active EE | $1,590 | $3,992-60.2% | $3,583-55.6% | $5,352-70.3% |
| Admin fee / account holder | $151 | $5,691-97.3% | $4,880-96.9% | $9,540-98.4% |