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 | $16,834 | $95,971-82.5% | $74,550-77.4% | $135,375-87.6% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -7.20% | 56.96%-64.2pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $895 | $2,716-67.0% | $1,961-54.4% | $4,779-81.3% |
| Participant deferral / active EE | $2,538 | $3,843-34.0% | $3,108-18.3% | $5,609-54.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |