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 8-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 | $6,477 | $95,193-93.2% | $76,523-91.5% | $135,375-95.2% |
| Participation rate | 26.3% | 74.4%-48.1pp | 68.0%-41.7pp | 82.6%-56.3pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $460 | $3,302-86.1% | $2,647-82.6% | $4,779-90.4% |
| Participant deferral / active EE | $1,306 | $4,639-71.9% | $3,835-66.0% | $5,609-76.7% |
| Admin fee / account holder | $2 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |