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 | $3,342 | $73,004-95.4% | $90,749-96.3% | $68,494-95.1% |
| Participation rate | 67.5% | 70.8%-3.3pp | 75.7%-8.2pp | 67.9%-0.4pp |
| Annual return | -17.21% | -13.81%-3.4pp | -12.16%-5.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,008 | $2,193-54.0% | $2,921-65.5% | $2,596-61.2% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $211 | $5,896-96.4% | $8,445-97.5% | $5,403-96.1% |