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 8-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 | $21,921 | $71,883-69.5% | $86,677-74.7% | $68,494-68.0% |
| Participation rate | 37.9% | 72.2%-34.3pp | 76.6%-38.6pp | 67.9%-30.0pp |
| Annual return | -15.24% | 3.52%-18.8pp | 35.91%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $723 | $2,173-66.7% | $2,836-74.5% | $2,596-72.2% |
| Participant deferral / active EE | $2,075 | $3,779-45.1% | $4,656-55.4% | $4,027-48.5% |
| Admin fee / account holder | $212 | $6,112-96.5% | $7,493-97.2% | $5,403-96.1% |