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 | $13,221 | $82,630-84.0% | $64,105-79.4% | $125,391-89.5% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | -3.57% | 1489.72%-1493.3pp | 791.24%-794.8pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,245 | $2,671-53.4% | $1,820-31.6% | $4,866-74.4% |
| Participant deferral / active EE | $2,733 | $3,608-24.3% | $2,822-3.2% | $5,352-48.9% |
| Admin fee / account holder | $96 | $6,382-98.5% | $4,499-97.9% | $9,540-99.0% |