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 | $12,518 | $74,879,922-100.0% | $40,145,923-100.0% | $273,961-95.4% |
| Participation rate | 46.7% | 74.1%-27.4pp | 68.4%-21.7pp | 83.0%-36.3pp |
| Annual return | 8.25% | 2.55%+5.7pp | 5.24%+3.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $591 | $2,350-74.8% | $1,844-67.9% | $4,869-87.9% |
| Participant deferral / active EE | $1,195 | $2,962-59.6% | $2,591-53.9% | $5,287-77.4% |
| Admin fee / account holder | $159 | $3,725-95.7% | $2,903-94.5% | $10,132-98.4% |