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 | $5,531 | $57,354-90.4% | $83,848-93.4% | $64,186-91.4% |
| Participation rate | 60.5% | 68.6%-8.1pp | 76.1%-15.6pp | 69.6%-9.0pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,367 | $2,545+32.3% | $3,631-7.3% | $2,381+41.4% |
| Participant deferral / active EE | $2,187 | $2,993-26.9% | $4,082-46.4% | $3,470-37.0% |
| Admin fee / account holder | $181 | $4,046-95.5% | $5,478-96.7% | $4,888-96.3% |