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 | $4,656 | $93,071-95.0% | $74,583-93.8% | $273,961-98.3% |
| Participation rate | 63.6% | 74.9%-11.3pp | 68.1%-4.5pp | 83.0%-19.4pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $718 | $3,160-77.3% | $2,525-71.6% | $4,869-85.3% |
| Participant deferral / active EE | $2,010 | $4,160-51.7% | $3,458-41.9% | $5,287-62.0% |
| Admin fee / account holder | $15 | $5,272-99.7% | $4,138-99.6% | $10,132-99.9% |