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 | $12,854 | $96,956-86.7% | $70,014-81.6% | $273,961-95.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.8%-21.8pp | 83.0%-33.0pp |
| Annual return | 5.74% | 12.93%-7.2pp | 12.99%-7.2pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,738 | $3,316-47.6% | $2,338-25.7% | $4,869-64.3% |
| Participant deferral / active EE | $2,000 | $3,744-46.6% | $2,931-31.8% | $5,287-62.2% |
| Admin fee / account holder | $78 | $7,934-99.0% | $4,380-98.2% | $10,132-99.2% |