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 | $10,592 | $54,541-80.6% | $78,778-86.6% | $70,131-84.9% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $198 | $1,089-81.8% | $1,986-90.0% | $2,342-91.6% |
| Participant deferral / active EE | $1,965 | $2,210-11.1% | $2,958-33.6% | $3,332-41.0% |
| Admin fee / account holder | $15 | $3,709-99.6% | $5,134-99.7% | $4,645-99.7% |