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 | $15,976 | $167,307-90.5% | $143,757-88.9% | $134,475-88.1% |
| Participation rate | 35.7% | 84.8%-49.1pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | -18.74% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,441 | $5,619-74.4% | $4,951-70.9% | $4,740-69.6% |
| Participant deferral / active EE | $4,255 | $6,446-34.0% | $5,637-24.5% | $6,400-33.5% |
| Admin fee / account holder | $297 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |