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 | $19,915 | $180,449-89.0% | $154,107-87.1% | $135,375-85.3% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -7.45% | 888.09%-895.5pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,922 | $6,035-68.2% | $5,298-63.7% | $4,779-59.8% |
| Participant deferral / active EE | $2,322 | $5,806-60.0% | $5,081-54.3% | $5,609-58.6% |
| Admin fee / account holder | $239 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |