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 | $11,529 | $86,699-86.7% | $73,307-84.3% | $125,391-90.8% |
| Participation rate | 54.5% | 78.6%-24.1pp | 74.9%-20.4pp | 83.2%-28.6pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $4,400 | $4,152+6.0% | $3,237+35.9% | $4,866-9.6% |
| Participant deferral / active EE | $7,483 | $5,550+34.8% | $4,991+49.9% | $5,352+39.8% |
| Admin fee / account holder | $113 | $7,771-98.5% | $5,637-98.0% | $9,540-98.8% |