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 | $88,583-89.3% | $88,497-89.3% | $273,961-96.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 82.4%-15.7pp | 83.0%-16.3pp |
| Annual return | 0.00% | 5.68%-5.7pp | 7.63%-7.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,922 | $4,502-57.3% | $4,036-52.4% | $4,869-60.5% |
| Participant deferral / active EE | $4,350 | $4,891-11.1% | $4,899-11.2% | $5,287-17.7% |
| Admin fee / account holder | $17 | $8,980-99.8% | $6,220-99.7% | $10,132-99.8% |