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 | $17,239 | $113,935-84.9% | $94,224-81.7% | $125,391-86.3% |
| Participation rate | 62.5% | 82.9%-20.4pp | 78.8%-16.3pp | 83.2%-20.7pp |
| Annual return | 0.60% | 5.29%-4.7pp | 10.68%-10.1pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,279 | $4,727-72.9% | $3,587-64.3% | $4,866-73.7% |
| Participant deferral / active EE | $4,271 | $5,179-17.5% | $4,320-1.1% | $5,352-20.2% |
| Admin fee / account holder | $81 | $8,391-99.0% | $6,269-98.7% | $9,540-99.1% |