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 | $9,244 | $63,355-85.4% | $91,989-90.0% | $72,985-87.3% |
| Participation rate | 59.3% | 72.5%-13.3pp | 78.6%-19.4pp | 69.5%-10.2pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,827 | $2,116-13.6% | $3,452-47.1% | $2,440-25.1% |
| Participant deferral / active EE | $3,311 | $4,883-32.2% | $5,923-44.1% | $3,607-8.2% |
| Admin fee / account holder | $74 | $4,668-98.4% | $7,743-99.1% | $5,124-98.6% |