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 | $11,251 | $85,790-86.9% | $67,313-83.3% | $135,375-91.7% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -6.72% | -0.54%-6.2pp | -4.08%-2.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,745 | $4,651+2.0% | $3,568+33.0% | $5,609-15.4% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |