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 | $8,048 | $64,307-87.5% | $57,343-86.0% | $125,391-93.6% |
| Participation rate | 60.9% | 78.6%-17.8pp | 75.1%-14.2pp | 83.2%-22.3pp |
| Annual return | 0.55% | 25.12%-24.6pp | 24.39%-23.8pp | 282.22%-281.7pp |
| Employer contribution / active EE | $843 | $3,193-73.6% | $2,689-68.7% | $4,866-82.7% |
| Participant deferral / active EE | $2,486 | $3,848-35.4% | $3,162-21.4% | $5,352-53.6% |
| Admin fee / account holder | $13 | $5,242-99.7% | $3,356-99.6% | $9,540-99.9% |