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 | $13,425 | $92,222-85.4% | $76,768-82.5% | $135,375-90.1% |
| Participation rate | 63.2% | 79.8%-16.6pp | 77.0%-13.8pp | 82.6%-19.5pp |
| Annual return | -3.22% | 5.46%-8.7pp | 2.43%-5.6pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,632 | $3,216-49.3% | $2,485-34.3% | $4,779-65.9% |
| Participant deferral / active EE | $1,869 | $4,509-58.6% | $3,852-51.5% | $5,609-66.7% |
| Admin fee / account holder | $148 | $10,748-98.6% | $6,675-97.8% | $10,827-98.6% |