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 | $11,144 | $82,630-86.5% | $64,105-82.6% | $125,391-91.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -2.36% | 1489.72%-1492.1pp | 791.24%-793.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $965 | $3,608-73.3% | $2,822-65.8% | $5,352-82.0% |
| Admin fee / account holder | $160 | $6,382-97.5% | $4,499-96.5% | $9,540-98.3% |