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 | $21,626 | $135,952-84.1% | $123,892-82.5% | $273,961-92.1% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,177 | $5,170-77.2% | $4,617-74.5% | $4,869-75.8% |
| Participant deferral / active EE | $2,777 | $6,343-56.2% | $5,984-53.6% | $5,287-47.5% |
| Admin fee / account holder | $60 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |