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 | $7,820 | $93,346-91.6% | $71,796-89.1% | $273,961-97.1% |
| Participation rate | 63.2% | 76.5%-13.4pp | 69.1%-6.0pp | 83.0%-19.9pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,153 | $2,733-57.8% | $1,924-40.1% | $4,869-76.3% |
| Participant deferral / active EE | $4,043 | $3,475+16.3% | $2,794+44.7% | $5,287-23.5% |
| Admin fee / account holder | $9 | $6,571-99.9% | $4,815-99.8% | $10,132-99.9% |