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 | $8,641 | $57,065-84.9% | $75,670-88.6% | $70,131-87.7% |
| Participation rate | 27.7% | 68.1%-40.4pp | 72.3%-44.7pp | 69.5%-41.8pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $764 | $1,817-57.9% | $2,352-67.5% | $2,342-67.4% |
| Participant deferral / active EE | $1,894 | $2,580-26.6% | $3,142-39.7% | $3,332-43.2% |
| Admin fee / account holder | $250 | $3,825-93.5% | $5,800-95.7% | $4,645-94.6% |