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 | $15,221 | $92,222-83.5% | $76,768-80.2% | $135,375-88.8% |
| Participation rate | 26.7% | 79.8%-53.1pp | 77.0%-50.3pp | 82.6%-56.0pp |
| Annual return | -7.98% | 5.46%-13.4pp | 2.43%-10.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,747 | $3,216-45.7% | $2,485-29.7% | $4,779-63.4% |
| Participant deferral / active EE | $2,081 | $4,509-53.8% | $3,852-46.0% | $5,609-62.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |