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 7-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 | $18,826 | $142,344-86.8% | $119,609-84.3% | $134,475-86.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -11.49% | -12.44%+1.0pp | -14.97%+3.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,493 | $5,222-52.3% | $4,232-41.1% | $4,740-47.4% |
| Participant deferral / active EE | $5,589 | $6,469-13.6% | $5,602-0.2% | $6,400-12.7% |
| Admin fee / account holder | $114 | $13,584-99.2% | $10,323-98.9% | $11,426-99.0% |