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 | $7,947 | $97,757-91.9% | $83,848-90.5% | $135,375-94.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -5.80% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,235 | $4,222-70.7% | $3,631-66.0% | $4,779-74.2% |
| Participant deferral / active EE | $1,484 | $4,682-68.3% | $4,082-63.6% | $5,609-73.5% |
| Admin fee / account holder | $50 | $6,674-99.3% | $5,478-99.1% | $10,827-99.5% |