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 7-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 | $16,605 | $64,707-74.3% | $112,228-85.2% | $68,494-75.8% |
| Participation rate | 43.8% | 67.2%-23.4pp | 75.1%-31.3pp | 67.9%-24.1pp |
| Annual return | -18.39% | -11.40%-7.0pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,201 | $2,746-56.3% | $3,635-67.0% | $2,596-53.8% |
| Participant deferral / active EE | $2,671 | $3,565-25.1% | $4,728-43.5% | $4,027-33.7% |
| Admin fee / account holder | $127 | $5,232-97.6% | $6,410-98.0% | $5,403-97.7% |