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 | $10,705 | $84,233-87.3% | $170,442-93.7% | $70,131-84.7% |
| Participation rate | 43.8% | 70.8%-27.1pp | 83.6%-39.8pp | 69.5%-25.8pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,785 | $3,387-47.3% | $5,433-67.1% | $2,342-23.8% |
| Participant deferral / active EE | $2,638 | $3,086-14.5% | $4,939-46.6% | $3,332-20.8% |
| Admin fee / account holder | $138 | $5,698-97.6% | $13,880-99.0% | $4,645-97.0% |