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 | $23,397 | $71,883-67.5% | $86,677-73.0% | $68,494-65.8% |
| Participation rate | 62.3% | 72.2%-9.9pp | 76.6%-14.3pp | 67.9%-5.6pp |
| Annual return | -16.59% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,774 | $2,173-18.3% | $2,836-37.5% | $2,596-31.7% |
| Participant deferral / active EE | $4,802 | $3,779+27.1% | $4,656+3.1% | $4,027+19.2% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |