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 7-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 | $6,613 | $50,972-87.0% | $88,538-92.5% | $72,985-90.9% |
| Participation rate | 58.6% | 63.4%-4.8pp | 68.7%-10.1pp | 69.5%-10.9pp |
| Annual return | 0.00% | 29.62%-29.6pp | 43.64%-43.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $911 | $1,475-38.2% | $2,098-56.6% | $2,440-62.6% |
| Participant deferral / active EE | $1,956 | $2,230-12.3% | $2,914-32.9% | $3,607-45.8% |
| Admin fee / account holder | $142 | $3,230-95.6% | $4,310-96.7% | $5,124-97.2% |