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 | $14,377 | $62,586-77.0% | $76,768-81.3% | $64,186-77.6% |
| Participation rate | 46.5% | 72.8%-26.3pp | 77.0%-30.4pp | 69.6%-23.1pp |
| Annual return | 5.44% | -1.95%+7.4pp | 2.43%+3.0pp | 7.63%-2.2pp |
| Employer contribution / active EE | $879 | $1,832-52.0% | $2,485-64.6% | $2,381-63.1% |
| Participant deferral / active EE | $1,849 | $3,145-41.2% | $3,852-52.0% | $3,470-46.7% |
| Admin fee / account holder | $159 | $4,667-96.6% | $6,675-97.6% | $4,888-96.7% |