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 | $21,065 | $433,437-95.1% | $415,992-94.9% | $478,521-95.6% |
| Participation rate | 50.0% | 91.5%-41.5pp | 89.9%-39.9pp | 89.3%-39.3pp |
| Annual return | -5.28% | -3.67%-1.6pp | -4.46%-0.8pp | 101.52%-106.8pp |
| Employer contribution / active EE | $0 | $19,293-100.0% | $19,238-100.0% | $22,406-100.0% |
| Participant deferral / active EE | $2,076 | $11,520-82.0% | $11,096-81.3% | $7,699-73.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $6,482-100.0% | $12,578-100.0% |