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 10-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 | $14,712 | $211,958-93.1% | $169,463-91.3% | $135,375-89.1% |
| Participation rate | 55.6% | 82.6%-27.1pp | 77.8%-22.2pp | 82.6%-27.1pp |
| Annual return | -6.33% | 3.26%-9.6pp | 1.83%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,072 | $5,120-79.1% | $4,159-74.2% | $4,779-77.6% |
| Participant deferral / active EE | $1,234 | $6,075-79.7% | $5,277-76.6% | $5,609-78.0% |
| Admin fee / account holder | $272 | $11,471-97.6% | $9,109-97.0% | $10,827-97.5% |