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 | $15,873 | $56,897-72.1% | $84,750-81.3% | $62,891-74.8% |
| Participation rate | 46.9% | 68.5%-21.6pp | 76.6%-29.7pp | 69.3%-22.4pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,049 | $2,400-56.3% | $3,574-70.7% | $2,281-54.0% |
| Participant deferral / active EE | $1,973 | $2,709-27.2% | $3,712-46.8% | $3,203-38.4% |
| Admin fee / account holder | $82 | $3,581-97.7% | $5,332-98.5% | $4,296-98.1% |