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 | $2,488 | $48,364-94.9% | $71,796-96.5% | $62,891-96.0% |
| Participation rate | 56.7% | 60.6%-4.0pp | 69.1%-12.4pp | 69.3%-12.6pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $412 | $1,042-60.4% | $1,924-78.6% | $2,281-81.9% |
| Participant deferral / active EE | $1,414 | $2,091-32.4% | $2,794-49.4% | $3,203-55.8% |
| Admin fee / account holder | $201 | $3,771-94.7% | $4,815-95.8% | $4,296-95.3% |