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 | $16,320 | $45,438-64.1% | $80,004-79.6% | $59,632-72.6% |
| Participation rate | 44.6% | 63.7%-19.1pp | 73.0%-28.4pp | 68.7%-24.1pp |
| Annual return | 0.71% | 5.10%-4.4pp | 7.63%-6.9pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $221 | $1,236-82.1% | $2,473-91.1% | $2,203-90.0% |
| Participant deferral / active EE | $1,958 | $2,231-12.2% | $3,204-38.9% | $3,192-38.7% |
| Admin fee / account holder | $186 | $3,464-94.6% | $5,033-96.3% | $4,297-95.7% |