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 | $14,509 | $168,632-91.4% | $147,614-90.2% | $125,391-88.4% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -3.21% | 77.65%-80.9pp | 61.98%-65.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $2,449 | $6,252-60.8% | $5,564-56.0% | $4,866-49.7% |
| Participant deferral / active EE | $2,458 | $5,507-55.4% | $4,895-49.8% | $5,352-54.1% |
| Admin fee / account holder | $38 | $13,580-99.7% | $11,611-99.7% | $9,540-99.6% |