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 | $15,979 | $131,829-87.9% | $108,579-85.3% | $273,961-94.2% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.6%-26.2pp | 83.0%-29.7pp |
| Annual return | 8.76% | -91.57%+100.3pp | -51.70%+60.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,106 | $4,912-77.5% | $3,758-70.6% | $4,869-77.3% |
| Participant deferral / active EE | $1,549 | $5,127-69.8% | $4,311-64.1% | $5,287-70.7% |
| Admin fee / account holder | $62 | $10,252-99.4% | $7,645-99.2% | $10,132-99.4% |