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 | $4,954 | $46,360-89.3% | $147,614-96.6% | $52,331-90.5% |
| Participation rate | 66.7% | 64.9%+1.7pp | 84.6%-18.0pp | 68.1%-1.4pp |
| Annual return | 0.00% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $991 | $2,126-53.4% | $5,564-82.2% | $1,882-47.4% |
| Participant deferral / active EE | $1,764 | $2,258-21.8% | $4,895-64.0% | $3,022-41.6% |
| Admin fee / account holder | $18 | $766-97.7% | $11,611-99.8% | $592-97.0% |