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 | $9,020 | $49,025-81.6% | $87,507-89.7% | $62,891-85.7% |
| Participation rate | 46.2% | 64.9%-18.7pp | 73.8%-27.7pp | 69.3%-23.2pp |
| Annual return | 0.00% | 10.02%-10.0pp | 12.21%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $828 | $1,372-39.6% | $2,550-67.5% | $2,281-63.7% |
| Participant deferral / active EE | $1,761 | $2,289-23.1% | $3,149-44.1% | $3,203-45.0% |
| Admin fee / account holder | $6 | $4,065-99.8% | $4,221-99.9% | $4,296-99.9% |