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 | $14,153 | $158,817-91.1% | $121,196-88.3% | $135,375-89.5% |
| Participation rate | 68.4% | 79.3%-10.9pp | 71.7%-3.3pp | 82.6%-14.2pp |
| Annual return | -7.70% | -0.64%-7.1pp | 16.93%-24.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,440 | $5,665-74.6% | $4,022-64.2% | $4,779-69.9% |
| Participant deferral / active EE | $2,030 | $4,005-49.3% | $3,344-39.3% | $5,609-63.8% |
| Admin fee / account holder | $20 | $6,512-99.7% | $5,019-99.6% | $10,827-99.8% |