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 | $11,192 | $87,705-87.2% | $63,517-82.4% | $125,391-91.1% |
| Participation rate | 40.0% | 77.0%-37.0pp | 71.0%-31.0pp | 83.2%-43.2pp |
| Annual return | 0.00% | 21.70%-21.7pp | -70.30%+70.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,955 | $3,601-17.9% | $2,322+27.2% | $4,866-39.3% |
| Participant deferral / active EE | $4,082 | $3,939+3.6% | $2,953+38.2% | $5,352-23.7% |
| Admin fee / account holder | $237 | $11,948-98.0% | $5,892-96.0% | $9,540-97.5% |