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 | $9,259 | $93,346-90.1% | $71,796-87.1% | $273,961-96.6% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $6,334 | $2,733+131.7% | $1,924+229.1% | $4,869+30.1% |
| Participant deferral / active EE | $2,851 | $3,475-18.0% | $2,794+2.0% | $5,287-46.1% |
| Admin fee / account holder | $18 | $6,571-99.7% | $4,815-99.6% | $10,132-99.8% |