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 | $8,636 | $96,956-91.1% | $70,014-87.7% | $273,961-96.8% |
| Participation rate | 69.2% | 77.1%-7.8pp | 71.8%-2.6pp | 83.0%-13.8pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,887 | $3,316-43.1% | $2,338-19.3% | $4,869-61.2% |
| Participant deferral / active EE | $3,593 | $3,744-4.0% | $2,931+22.6% | $5,287-32.0% |
| Admin fee / account holder | $35 | $7,934-99.6% | $4,380-99.2% | $10,132-99.7% |