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 | $10,854 | $158,817-93.2% | $121,196-91.0% | $135,375-92.0% |
| Participation rate | 15.4% | 79.3%-63.9pp | 71.7%-56.4pp | 82.6%-67.3pp |
| Annual return | -9.43% | -0.64%-8.8pp | 16.93%-26.4pp | 519.73%-529.2pp |
| Employer contribution / active EE | $221 | $5,665-96.1% | $4,022-94.5% | $4,779-95.4% |
| Participant deferral / active EE | $620 | $4,005-84.5% | $3,344-81.5% | $5,609-88.9% |
| Admin fee / account holder | $91 | $6,512-98.6% | $5,019-98.2% | $10,827-99.2% |