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 | $17,534 | $167,307-89.5% | $143,757-87.8% | $134,475-87.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -19.99% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,594 | $5,619-71.6% | $4,951-67.8% | $4,740-66.4% |
| Participant deferral / active EE | $5,925 | $6,446-8.1% | $5,637+5.1% | $6,400-7.4% |
| Admin fee / account holder | $197 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |