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 9-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 | $6,468 | $45,035-85.6% | $62,995-89.7% | $70,131-90.8% |
| Participation rate | 46.9% | 69.5%-22.6pp | 74.8%-27.9pp | 69.5%-22.7pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $692 | $2,051-66.3% | $2,759-74.9% | $2,342-70.5% |
| Participant deferral / active EE | $2,216 | $2,465-10.1% | $3,329-33.5% | $3,332-33.5% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |