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 | $6,997 | $59,805-88.3% | $79,550-91.2% | $68,494-89.8% |
| Participation rate | 5.4% | 61.1%-55.7pp | 69.5%-64.1pp | 67.9%-62.5pp |
| Annual return | -14.87% | -12.30%-2.6pp | 0.16%-15.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $29 | $4,835-99.4% | $6,832-99.6% | $5,403-99.5% |