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 | $9,934 | $62,586-84.1% | $76,768-87.1% | $64,186-84.5% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -1.34% | -1.95%+0.6pp | 2.43%-3.8pp | 7.63%-9.0pp |
| Employer contribution / active EE | $1,450 | $1,832-20.8% | $2,485-41.6% | $2,381-39.1% |
| Participant deferral / active EE | $2,240 | $3,145-28.8% | $3,852-41.8% | $3,470-35.4% |
| Admin fee / account holder | $189 | $4,667-95.9% | $6,675-97.2% | $4,888-96.1% |