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 | $16,645 | $99,652-83.3% | $78,778-78.9% | $147,584-88.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,672 | $2,796-40.2% | $1,986-15.8% | $4,876-65.7% |
| Participant deferral / active EE | $5,259 | $3,664+43.5% | $2,958+77.8% | $5,439-3.3% |
| Admin fee / account holder | $34 | $7,155-99.5% | $5,134-99.3% | $10,885-99.7% |