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 | $12,848 | $91,538-86.0% | $129,995-90.1% | $75,163-82.9% |
| Participation rate | 57.5% | 71.4%-13.9pp | 78.5%-21.0pp | 67.2%-9.7pp |
| Annual return | 17.81% | -631.11%+648.9pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,136 | $2,845-60.1% | $4,320-73.7% | $2,670-57.5% |
| Participant deferral / active EE | $2,745 | $4,341-36.8% | $5,820-52.8% | $4,125-33.5% |
| Admin fee / account holder | $164 | $6,790-97.6% | $10,614-98.5% | $5,651-97.1% |