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 | $18,623 | $138,065-86.5% | $123,544-84.9% | $135,375-86.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 0.60% | 153.68%-153.1pp | 119.20%-118.6pp | 519.73%-519.1pp |
| Employer contribution / active EE | $1,028 | $5,151-80.0% | $4,628-77.8% | $4,779-78.5% |
| Participant deferral / active EE | $3,393 | $6,799-50.1% | $6,426-47.2% | $5,609-39.5% |
| Admin fee / account holder | $50 | $10,916-99.5% | $9,284-99.5% | $10,827-99.5% |