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 9-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 | $16,284 | $158,817-89.7% | $121,196-86.6% | $135,375-88.0% |
| Participation rate | 10.5% | 79.3%-68.8pp | 71.7%-61.2pp | 82.6%-72.1pp |
| Annual return | -4.49% | -0.64%-3.8pp | 16.93%-21.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $96 | $5,665-98.3% | $4,022-97.6% | $4,779-98.0% |
| Participant deferral / active EE | $124 | $4,005-96.9% | $3,344-96.3% | $5,609-97.8% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |