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 | $8,387 | $69,010-87.8% | $159,960-94.8% | $68,494-87.8% |
| Participation rate | 64.5% | 65.4%-0.9pp | 78.0%-13.4pp | 67.9%-3.4pp |
| Annual return | -18.45% | -9.65%-8.8pp | 408.60%-427.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,493 | $4,212-64.5% | $6,182-75.8% | $4,027-62.9% |
| Admin fee / account holder | $32 | $4,798-99.3% | $8,698-99.6% | $5,403-99.4% |