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 | $13,091 | $64,707-79.8% | $112,228-88.3% | $68,494-80.9% |
| Participation rate | 59.4% | 67.2%-7.8pp | 75.1%-15.7pp | 67.9%-8.5pp |
| Annual return | -18.16% | -11.40%-6.8pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,027 | $2,746-62.6% | $3,635-71.8% | $2,596-60.5% |
| Participant deferral / active EE | $1,789 | $3,565-49.8% | $4,728-62.2% | $4,027-55.6% |
| Admin fee / account holder | $203 | $5,232-96.1% | $6,410-96.8% | $5,403-96.2% |