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 | $11,628 | $97,044-88.0% | $83,333-86.0% | $135,375-91.4% |
| Participation rate | 58.3% | 80.4%-22.1pp | 77.8%-19.4pp | 82.6%-24.3pp |
| Annual return | -6.22% | 12.31%-18.5pp | 10.63%-16.9pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,673 | $4,143-59.6% | $3,379-50.5% | $4,779-65.0% |
| Participant deferral / active EE | $1,746 | $5,964-70.7% | $5,565-68.6% | $5,609-68.9% |
| Admin fee / account holder | $29 | $8,380-99.7% | $7,510-99.6% | $10,827-99.7% |