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 9-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 | $9,440 | $93,071-89.9% | $74,583-87.3% | $273,961-96.6% |
| Participation rate | 68.8% | 74.9%-6.2pp | 68.1%+0.6pp | 83.0%-14.3pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,248 | $3,160-60.5% | $2,525-50.6% | $4,869-74.4% |
| Participant deferral / active EE | $5,189 | $4,160+24.7% | $3,458+50.1% | $5,287-1.9% |
| Admin fee / account holder | $30 | $5,272-99.4% | $4,138-99.3% | $10,132-99.7% |