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 | $9,764 | $48,274-79.8% | $63,517-84.6% | $59,632-83.6% |
| Participation rate | 61.1% | 66.3%-5.2pp | 71.0%-9.9pp | 68.7%-7.6pp |
| Annual return | 6.17% | -240.79%+247.0pp | -70.30%+76.5pp | 2041.28%-2035.1pp |
| Employer contribution / active EE | $1,344 | $1,586-15.3% | $2,322-42.1% | $2,203-39.0% |
| Participant deferral / active EE | $1,788 | $2,343-23.7% | $2,953-39.5% | $3,192-44.0% |
| Admin fee / account holder | $22 | $3,600-99.4% | $5,892-99.6% | $4,297-99.5% |