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 | $10,961 | $67,411-83.7% | $91,001-88.0% | $70,131-84.4% |
| Participation rate | 44.4% | 71.4%-26.9pp | 75.6%-31.2pp | 69.5%-25.1pp |
| Annual return | 22.00% | -40.16%+62.2pp | 4.60%+17.4pp | 73.14%-51.1pp |
| Employer contribution / active EE | $343 | $1,786-80.8% | $2,456-86.0% | $2,342-85.4% |
| Participant deferral / active EE | $2,193 | $2,823-22.3% | $3,547-38.2% | $3,332-34.2% |
| Admin fee / account holder | $164 | $4,236-96.1% | $5,417-97.0% | $4,645-96.5% |