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 4-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 | $19,424 | $85,766-77.4% | $136,294-85.7% | $70,131-72.3% |
| Participation rate | 32.7% | 74.2%-41.4pp | 81.9%-49.2pp | 69.5%-36.8pp |
| Annual return | 21.36% | 31.45%-10.1pp | 5155.94%-5134.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,326 | $5,051-54.0% | $6,247-62.8% | $3,332-30.2% |
| Admin fee / account holder | $162 | $5,420-97.0% | $9,243-98.3% | $4,645-96.5% |