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 | $5,574 | $88,707-93.7% | $74,183-92.5% | $273,961-98.0% |
| Participation rate | 68.4% | 79.4%-11.0pp | 76.6%-8.2pp | 83.0%-14.6pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,028 | $3,159-67.4% | $2,370-56.6% | $4,869-78.9% |
| Participant deferral / active EE | $2,542 | $4,212-39.6% | $3,550-28.4% | $5,287-51.9% |
| Admin fee / account holder | $52 | $8,717-99.4% | $5,586-99.1% | $10,132-99.5% |