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 | $22,975 | $85,766-73.2% | $136,294-83.1% | $70,131-67.2% |
| Participation rate | 63.0% | 74.2%-11.2pp | 81.9%-19.0pp | 69.5%-6.6pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,051 | $2,966-30.9% | $4,695-56.3% | $2,342-12.5% |
| Participant deferral / active EE | $3,726 | $5,051-26.2% | $6,247-40.3% | $3,332+11.8% |
| Admin fee / account holder | $7 | $5,420-99.9% | $9,243-99.9% | $4,645-99.9% |