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 | $13,546 | $64,707-79.1% | $112,228-87.9% | $68,494-80.2% |
| Participation rate | 62.1% | 67.2%-5.1pp | 75.1%-13.0pp | 67.9%-5.8pp |
| Annual return | -19.06% | -11.40%-7.7pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,022 | $3,565-43.3% | $4,728-57.2% | $4,027-49.8% |
| Admin fee / account holder | $109 | $5,232-97.9% | $6,410-98.3% | $5,403-98.0% |