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 | $11,894 | $101,069-88.2% | $81,478-85.4% | $147,584-91.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $209 | $3,205-93.5% | $2,568-91.9% | $4,876-95.7% |
| Participant deferral / active EE | $4,792 | $4,242+13.0% | $3,537+35.5% | $5,439-11.9% |
| Admin fee / account holder | $46 | $5,812-99.2% | $4,561-99.0% | $10,885-99.6% |