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 | $20,697 | $103,376-80.0% | $87,100-76.2% | $152,861-86.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,900 | $3,220-41.0% | $2,521-24.7% | $4,762-60.1% |
| Participant deferral / active EE | $7,937 | $4,778+66.1% | $4,049+96.0% | $5,850+35.7% |
| Admin fee / account holder | $59 | $12,205-99.5% | $7,497-99.2% | $11,596-99.5% |