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 | $3,653 | $41,377-91.2% | $109,313-96.7% | $62,891-94.2% |
| Participation rate | 64.0% | 57.5%+6.5pp | 71.3%-7.3pp | 69.3%-5.3pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $880 | $1,276-31.1% | $3,892-77.4% | $2,281-61.4% |
| Participant deferral / active EE | $1,472 | $2,045-28.0% | $3,166-53.5% | $3,203-54.0% |
| Admin fee / account holder | $88 | $2,884-96.9% | $5,666-98.4% | $4,296-97.9% |