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 | $3,771 | $47,944-92.1% | $67,834-94.4% | $62,891-94.0% |
| Participation rate | 61.3% | 61.1%+0.3pp | 68.8%-7.5pp | 69.3%-8.0pp |
| Annual return | 7.02% | 11.77%-4.7pp | 138.47%-131.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $824 | $2,247-63.3% | $3,160-73.9% | $3,203-74.3% |
| Admin fee / account holder | $263 | $3,712-92.9% | $4,622-94.3% | $4,296-93.9% |