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 | $5,326 | $31,388-83.0% | $73,545-92.8% | $62,292-91.4% |
| Participation rate | 17.3% | 39.9%-22.6pp | 54.9%-37.7pp | 69.5%-52.2pp |
| Annual return | 0.00% | 25.34%-25.3pp | -15.16%+15.2pp | 28.90%-28.9pp |
| Employer contribution / active EE | $385 | $498-22.6% | $1,219-68.4% | $2,042-81.1% |
| Participant deferral / active EE | $620 | $1,028-39.7% | $1,806-65.6% | $3,169-80.4% |
| Admin fee / account holder | $48 | $299-84.0% | $2,320-97.9% | $479-90.0% |