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 5-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 | $11,358 | $64,707-82.4% | $112,228-89.9% | $68,494-83.4% |
| Participation rate | 58.8% | 67.2%-8.3pp | 75.1%-16.2pp | 67.9%-9.1pp |
| Annual return | -18.15% | -11.40%-6.7pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,222 | $2,746-55.5% | $3,635-66.4% | $2,596-53.0% |
| Participant deferral / active EE | $2,092 | $3,565-41.3% | $4,728-55.8% | $4,027-48.1% |
| Admin fee / account holder | $23 | $5,232-99.6% | $6,410-99.6% | $5,403-99.6% |