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 6-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 | $20,334 | $54,573-62.7% | $90,951-77.6% | $73,488-72.3% |
| Participation rate | 34.1% | 61.2%-27.1pp | 69.0%-34.9pp | 70.7%-36.6pp |
| Annual return | 0.00% | 16.69%-16.7pp | 134.60%-134.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,043 | $991+5.2% | $2,122-50.8% | $2,270-54.1% |
| Participant deferral / active EE | $1,784 | $2,517-29.1% | $3,373-47.1% | $3,740-52.3% |
| Admin fee / account holder | $87 | $521-83.3% | $5,959-98.5% | $513-83.0% |