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 | $8,852 | $105,630-91.6% | $87,507-89.9% | $273,961-96.8% |
| Participation rate | 53.3% | 78.2%-24.9pp | 73.8%-20.5pp | 83.0%-29.7pp |
| Annual return | 4.86% | 12.25%-7.4pp | 12.21%-7.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $823 | $3,141-73.8% | $2,550-67.7% | $4,869-83.1% |
| Participant deferral / active EE | $1,065 | $3,601-70.4% | $3,149-66.2% | $5,287-79.8% |
| Admin fee / account holder | $57 | $4,781-98.8% | $4,221-98.7% | $10,132-99.4% |