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 3-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 | $12,925 | $118,450-89.1% | $98,439-86.9% | $139,434-90.7% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 0.00% | 18.94%-18.9pp | 21.16%-21.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,287 | $3,609-8.9% | $3,048+7.8% | $4,751-30.8% |
| Participant deferral / active EE | $8,644 | $5,392+60.3% | $4,738+82.4% | $6,710+28.8% |
| Admin fee / account holder | $50 | $14,026-99.6% | $8,948-99.4% | $11,403-99.6% |