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 | $13,429 | $87,540-84.7% | $75,781-82.3% | $125,391-89.3% |
| Participation rate | 65.0% | 80.2%-15.2pp | 75.8%-10.8pp | 83.2%-18.2pp |
| Annual return | 0.33% | 13.48%-13.2pp | 9.68%-9.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,029 | $3,930-73.8% | $3,323-69.0% | $4,866-78.8% |
| Participant deferral / active EE | $1,975 | $4,229-53.3% | $3,651-45.9% | $5,352-63.1% |
| Admin fee / account holder | $64 | $6,502-99.0% | $5,299-98.8% | $9,540-99.3% |