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 | $11,272 | $95,193-88.2% | $76,523-85.3% | $135,375-91.7% |
| Participation rate | 37.5% | 74.4%-36.9pp | 68.0%-30.5pp | 82.6%-45.1pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,065 | $3,302-67.8% | $2,647-59.8% | $4,779-77.7% |
| Participant deferral / active EE | $3,644 | $4,639-21.5% | $3,835-5.0% | $5,609-35.0% |
| Admin fee / account holder | $76 | $6,249-98.8% | $4,848-98.4% | $10,827-99.3% |