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 4-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 | $79,791 | $319,986-75.1% | $454,052-82.4% | $286,844-72.2% |
| Participation rate | 66.7% | 35.8%+30.9pp | 18.4%+48.2pp | 37.6%+29.1pp |
| Annual return | 0.00% | 7.48%-7.5pp | 8.95%-8.9pp | 9.30%-9.3pp |
| Employer contribution / active EE | $53,194 | $54,901-3.1% | $46,559+14.3% | $43,742+21.6% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $24,500-100.0% | $19,831-100.0% | $12,596-100.0% |