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 8-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 | $6,799 | $57,354-88.1% | $83,848-91.9% | $64,186-89.4% |
| Participation rate | 26.7% | 68.6%-41.9pp | 76.1%-49.5pp | 69.6%-42.9pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $605 | $2,545-76.2% | $3,631-83.3% | $2,381-74.6% |
| Participant deferral / active EE | $1,383 | $2,993-53.8% | $4,082-66.1% | $3,470-60.1% |
| Admin fee / account holder | $40 | $4,046-99.0% | $5,478-99.3% | $4,888-99.2% |