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 | $8,865 | $105,630-91.6% | $87,507-89.9% | $273,961-96.8% |
| Participation rate | 68.8% | 78.2%-9.4pp | 73.8%-5.1pp | 83.0%-14.3pp |
| Annual return | 8.93% | 12.25%-3.3pp | 12.21%-3.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,061 | $3,141-66.2% | $2,550-58.4% | $4,869-78.2% |
| Participant deferral / active EE | $2,390 | $3,601-33.6% | $3,149-24.1% | $5,287-54.8% |
| Admin fee / account holder | $71 | $4,781-98.5% | $4,221-98.3% | $10,132-99.3% |