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 | $9,648 | $84,233-88.5% | $170,442-94.3% | $70,131-86.2% |
| Participation rate | 60.6% | 70.8%-10.2pp | 83.6%-23.0pp | 69.5%-8.9pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,853 | $3,387-45.3% | $5,433-65.9% | $2,342-20.9% |
| Participant deferral / active EE | $3,124 | $3,086+1.2% | $4,939-36.8% | $3,332-6.2% |
| Admin fee / account holder | $133 | $5,698-97.7% | $13,880-99.0% | $4,645-97.1% |