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 | $7,031 | $232,540-97.0% | $185,117-96.2% | $147,584-95.2% |
| Participation rate | 62.5% | 82.4%-19.9pp | 77.3%-14.8pp | 82.8%-20.3pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,653 | $5,195-68.2% | $4,182-60.5% | $4,876-66.1% |
| Participant deferral / active EE | $3,061 | $5,834-47.5% | $5,045-39.3% | $5,439-43.7% |
| Admin fee / account holder | $33 | $10,275-99.7% | $8,159-99.6% | $10,885-99.7% |