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 | $14,984 | $95,971-84.4% | $74,550-79.9% | $135,375-88.9% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -6.24% | 56.96%-63.2pp | 32.53%-38.8pp | 519.73%-526.0pp |
| Employer contribution / active EE | $909 | $2,716-66.5% | $1,961-53.6% | $4,779-81.0% |
| Participant deferral / active EE | $9,468 | $3,843+146.3% | $3,108+204.6% | $5,609+68.8% |
| Admin fee / account holder | $69 | $6,522-98.9% | $5,060-98.6% | $10,827-99.4% |