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 | $17,344 | $92,222-81.2% | $76,768-77.4% | $135,375-87.2% |
| Participation rate | 61.9% | 79.8%-17.9pp | 77.0%-15.1pp | 82.6%-20.7pp |
| Annual return | -2.11% | 5.46%-7.6pp | 2.43%-4.5pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,485 | $3,216-53.8% | $2,485-40.2% | $4,779-68.9% |
| Participant deferral / active EE | $1,963 | $4,509-56.5% | $3,852-49.0% | $5,609-65.0% |
| Admin fee / account holder | $140 | $10,748-98.7% | $6,675-97.9% | $10,827-98.7% |