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 | $14,887 | $54,541-72.7% | $78,778-81.1% | $70,131-78.8% |
| Participation rate | 45.9% | 60.8%-14.9pp | 69.2%-23.2pp | 69.5%-23.6pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,001 | $1,089-8.0% | $1,986-49.6% | $2,342-57.3% |
| Participant deferral / active EE | $1,334 | $2,210-39.6% | $2,958-54.9% | $3,332-60.0% |
| Admin fee / account holder | $176 | $3,709-95.2% | $5,134-96.6% | $4,645-96.2% |