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 | $13,292 | $85,202-84.4% | $172,739-92.3% | $72,985-81.8% |
| Participation rate | 58.8% | 70.1%-11.2pp | 82.6%-23.8pp | 69.5%-10.7pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,925 | $3,324-42.1% | $5,143-62.6% | $2,440-21.1% |
| Participant deferral / active EE | $3,509 | $3,260+7.6% | $5,198-32.5% | $3,607-2.7% |
| Admin fee / account holder | $131 | $5,884-97.8% | $13,954-99.1% | $5,124-97.4% |