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 9-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 | $13,407 | $82,664-83.8% | $125,339-89.3% | $68,494-80.4% |
| Participation rate | 57.9% | 75.0%-17.1pp | 82.4%-24.5pp | 67.9%-10.0pp |
| Annual return | -17.59% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,336 | $3,381-60.5% | $4,814-72.2% | $2,596-48.6% |
| Participant deferral / active EE | $3,486 | $6,110-43.0% | $7,446-53.2% | $4,027-13.4% |
| Admin fee / account holder | $266 | $6,275-95.8% | $10,010-97.3% | $5,403-95.1% |