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 | $22,177 | $91,538-75.8% | $129,995-82.9% | $75,163-70.5% |
| Participation rate | 63.4% | 71.4%-8.0pp | 78.5%-15.1pp | 67.2%-3.8pp |
| Annual return | 16.33% | -631.11%+647.4pp | -137.18%+153.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,316 | $2,845-53.7% | $4,320-69.5% | $2,670-50.7% |
| Participant deferral / active EE | $2,111 | $4,341-51.4% | $5,820-63.7% | $4,125-48.8% |
| Admin fee / account holder | $259 | $6,790-96.2% | $10,614-97.6% | $5,651-95.4% |