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 | $3,771 | $60,349-93.8% | $74,183-94.9% | $62,891-94.0% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 0.00% | 21.37%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $668 | $1,680-60.3% | $2,370-71.8% | $2,281-70.7% |
| Participant deferral / active EE | $1,325 | $2,856-53.6% | $3,550-62.7% | $3,203-58.6% |
| Admin fee / account holder | $67 | $4,261-98.4% | $5,586-98.8% | $4,296-98.4% |