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 | $7,833 | $215,361-96.4% | $171,082-95.4% | $273,961-97.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $760 | $4,967-84.7% | $4,002-81.0% | $4,869-84.4% |
| Participant deferral / active EE | $3,908 | $5,543-29.5% | $4,797-18.5% | $5,287-26.1% |
| Admin fee / account holder | $9 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |