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 | $15,229 | $99,032-84.6% | $80,019-81.0% | $135,375-88.8% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -2.42% | 15.39%-17.8pp | 11.22%-13.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $879 | $3,043-71.1% | $2,468-64.4% | $4,779-81.6% |
| Participant deferral / active EE | $1,676 | $4,282-60.9% | $3,686-54.5% | $5,609-70.1% |
| Admin fee / account holder | $144 | $10,436-98.6% | $6,521-97.8% | $10,827-98.7% |