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 | $2,819 | $99,341-97.2% | $84,750-96.7% | $273,961-99.0% |
| Participation rate | 55.0% | 80.7%-25.7pp | 76.6%-21.6pp | 83.0%-28.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $949 | $4,214-77.5% | $3,574-73.5% | $4,869-80.5% |
| Participant deferral / active EE | $1,252 | $4,269-70.7% | $3,712-66.3% | $5,287-76.3% |
| Admin fee / account holder | $295 | $6,644-95.6% | $5,332-94.5% | $10,132-97.1% |