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 | $9,140 | $88,583-89.7% | $88,497-89.7% | $273,961-96.7% |
| Participation rate | 64.3% | 83.5%-19.2pp | 82.4%-18.1pp | 83.0%-18.7pp |
| Annual return | 0.00% | 5.68%-5.7pp | 7.63%-7.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,840 | $4,502-36.9% | $4,036-29.6% | $4,869-41.7% |
| Participant deferral / active EE | $2,854 | $4,891-41.7% | $4,899-41.8% | $5,287-46.0% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |