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 | $9,794 | $76,000-87.1% | $154,107-93.6% | $64,186-84.7% |
| Participation rate | 54.9% | 70.4%-15.5pp | 83.0%-28.1pp | 69.6%-14.6pp |
| Annual return | -5.44% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $424 | $3,351-87.3% | $5,298-92.0% | $2,381-82.2% |
| Participant deferral / active EE | $1,316 | $3,175-58.6% | $5,081-74.1% | $3,470-62.1% |
| Admin fee / account holder | $193 | $5,596-96.6% | $13,411-98.6% | $4,888-96.1% |