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 | $8,845 | $90,600-90.2% | $79,464-88.9% | $135,375-93.5% |
| Participation rate | 65.0% | 76.0%-11.0pp | 73.3%-8.3pp | 82.6%-17.6pp |
| Annual return | -5.96% | 977.43%-983.4pp | 718.14%-724.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $745 | $3,068-75.7% | $2,800-73.4% | $4,779-84.4% |
| Participant deferral / active EE | $1,113 | $4,050-72.5% | $3,704-70.0% | $5,609-80.2% |
| Admin fee / account holder | $290 | $5,907-95.1% | $5,113-94.3% | $10,827-97.3% |