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 7-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 | $12,807 | $116,175-89.0% | $93,606-86.3% | $152,861-91.6% |
| Participation rate | 54.5% | 78.0%-23.5pp | 75.8%-21.3pp | 82.4%-27.9pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $965 | $3,218-70.0% | $2,718-64.5% | $4,762-79.7% |
| Participant deferral / active EE | $3,105 | $4,603-32.6% | $4,069-23.7% | $5,850-46.9% |
| Admin fee / account holder | $116 | $10,748-98.9% | $7,888-98.5% | $11,596-99.0% |