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 | $11,050 | $84,527-86.9% | $67,711-83.7% | $125,391-91.2% |
| Participation rate | 44.4% | 74.8%-30.3pp | 67.5%-23.1pp | 83.2%-38.7pp |
| Annual return | -0.77% | 2.57%-3.3pp | 25.41%-26.2pp | 282.22%-283.0pp |
| Employer contribution / active EE | $678 | $3,292-79.4% | $2,559-73.5% | $4,866-86.1% |
| Participant deferral / active EE | $801 | $4,429-81.9% | $3,585-77.7% | $5,352-85.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |