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 | $5,361 | $85,766-93.7% | $136,294-96.1% | $70,131-92.4% |
| Participation rate | 54.9% | 74.2%-19.2pp | 81.9%-27.0pp | 69.5%-14.6pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $803 | $2,966-72.9% | $4,695-82.9% | $2,342-65.7% |
| Participant deferral / active EE | $2,339 | $5,051-53.7% | $6,247-62.6% | $3,332-29.8% |
| Admin fee / account holder | $286 | $5,420-94.7% | $9,243-96.9% | $4,645-93.8% |