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 | $9,923 | $43,327-77.1% | $59,878-83.4% | $64,186-84.5% |
| Participation rate | 41.8% | 69.2%-27.4pp | 74.7%-32.9pp | 69.6%-27.8pp |
| Annual return | -0.36% | -1.55%+1.2pp | 3.46%-3.8pp | 7.63%-8.0pp |
| Employer contribution / active EE | $608 | $2,028-70.0% | $2,722-77.7% | $2,381-74.5% |
| Participant deferral / active EE | $1,183 | $2,546-53.5% | $3,402-65.2% | $3,470-65.9% |
| Admin fee / account holder | $200 | $3,005-93.3% | $3,590-94.4% | $4,888-95.9% |