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 | $17,990 | $77,813-76.9% | $123,544-85.4% | $64,186-72.0% |
| Participation rate | 54.3% | 74.7%-20.4pp | 82.3%-28.0pp | 69.6%-15.3pp |
| Annual return | -3.37% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,217 | $3,014-59.6% | $4,628-73.7% | $2,381-48.9% |
| Participant deferral / active EE | $2,509 | $5,240-52.1% | $6,426-61.0% | $3,470-27.7% |
| Admin fee / account holder | $62 | $5,519-98.9% | $9,284-99.3% | $4,888-98.7% |