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 | $11,097 | $105,860-89.5% | $90,749-87.8% | $134,475-91.7% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -18.47% | -11.01%-7.5pp | -12.16%-6.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $776 | $3,462-77.6% | $2,921-73.4% | $4,740-83.6% |
| Participant deferral / active EE | $3,073 | $5,216-41.1% | $4,564-32.7% | $6,400-52.0% |
| Admin fee / account holder | $7 | $13,938-100.0% | $8,445-99.9% | $11,426-99.9% |