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 | $24,608 | $135,635-81.9% | $110,238-77.7% | $135,375-81.8% |
| Participation rate | 52.9% | 83.5%-30.5pp | 79.8%-26.9pp | 82.6%-29.7pp |
| Annual return | -4.30% | 513.19%-517.5pp | 314.74%-319.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,549 | $4,906-68.4% | $3,826-59.5% | $4,779-67.6% |
| Participant deferral / active EE | $3,982 | $5,506-27.7% | $4,672-14.8% | $5,609-29.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |