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 | $13,896 | $67,411-79.4% | $91,001-84.7% | $70,131-80.2% |
| Participation rate | 36.4% | 71.4%-35.0pp | 75.6%-39.2pp | 69.5%-33.2pp |
| Annual return | 24.92% | -40.16%+65.1pp | 4.60%+20.3pp | 73.14%-48.2pp |
| Employer contribution / active EE | $1,052 | $1,786-41.1% | $2,456-57.2% | $2,342-55.1% |
| Participant deferral / active EE | $1,958 | $2,823-30.6% | $3,547-44.8% | $3,332-41.2% |
| Admin fee / account holder | $51 | $4,236-98.8% | $5,417-99.1% | $4,645-98.9% |