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 | $10,772 | $105,630-89.8% | $87,507-87.7% | $273,961-96.1% |
| Participation rate | 33.3% | 78.2%-44.9pp | 73.8%-40.5pp | 83.0%-49.7pp |
| Annual return | 0.00% | 12.25%-12.3pp | 12.21%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $755 | $3,141-76.0% | $2,550-70.4% | $4,869-84.5% |
| Participant deferral / active EE | $4,565 | $3,601+26.8% | $3,149+45.0% | $5,287-13.7% |
| Admin fee / account holder | $9 | $4,781-99.8% | $4,221-99.8% | $10,132-99.9% |