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 | $14,078 | $105,630-86.7% | $87,507-83.9% | $273,961-94.9% |
| Participation rate | 33.3% | 78.2%-44.9pp | 73.8%-40.5pp | 83.0%-49.7pp |
| Annual return | 3.79% | 12.25%-8.5pp | 12.21%-8.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $168 | $3,141-94.7% | $2,550-93.4% | $4,869-96.6% |
| Participant deferral / active EE | $2,218 | $3,601-38.4% | $3,149-29.6% | $5,287-58.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |