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 | $10,149 | $57,354-82.3% | $83,848-87.9% | $64,186-84.2% |
| Participation rate | 67.9% | 68.6%-0.8pp | 76.1%-8.3pp | 69.6%-1.7pp |
| Annual return | -0.42% | 11.38%-11.8pp | 850.88%-851.3pp | 7.63%-8.1pp |
| Employer contribution / active EE | $1,846 | $2,545-27.5% | $3,631-49.2% | $2,381-22.5% |
| Participant deferral / active EE | $2,818 | $2,993-5.8% | $4,082-30.9% | $3,470-18.8% |
| Admin fee / account holder | $37 | $4,046-99.1% | $5,478-99.3% | $4,888-99.2% |