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 | $7,892 | $90,503-91.3% | $78,689-90.0% | $273,961-97.1% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,275 | $3,176-28.4% | $2,851-20.2% | $4,869-53.3% |
| Participant deferral / active EE | $2,898 | $3,901-25.7% | $3,517-17.6% | $5,287-45.2% |
| Admin fee / account holder | $19 | $5,263-99.6% | $4,510-99.6% | $10,132-99.8% |