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 | $7,445 | $65,685-88.7% | $57,179-87.0% | $273,961-97.3% |
| Participation rate | 58.8% | 78.3%-19.5pp | 75.3%-16.5pp | 83.0%-24.2pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $726 | $3,279-77.9% | $2,682-72.9% | $4,869-85.1% |
| Participant deferral / active EE | $4,376 | $3,782+15.7% | $3,096+41.4% | $5,287-17.2% |
| Admin fee / account holder | $81 | $4,835-98.3% | $3,139-97.4% | $10,132-99.2% |