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 9-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 | $13,361 | $107,791-87.6% | $90,645-85.3% | $135,375-90.1% |
| Participation rate | 40.0% | 78.0%-38.0pp | 74.0%-34.0pp | 82.6%-42.6pp |
| Annual return | -3.06% | -0.90%-2.2pp | 1.88%-4.9pp | 519.73%-522.8pp |
| Employer contribution / active EE | $110 | $3,018-96.4% | $2,532-95.7% | $4,779-97.7% |
| Participant deferral / active EE | $3,979 | $3,872+2.8% | $3,425+16.2% | $5,609-29.1% |
| Admin fee / account holder | $44 | $5,930-99.3% | $4,994-99.1% | $10,827-99.6% |