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 | $2,137 | $43,423-95.1% | $78,689-97.3% | $55,167-96.1% |
| Participation rate | 11.2% | 68.0%-56.8pp | 73.6%-62.4pp | 69.0%-57.8pp |
| Annual return | 0.00% | 11.53%-11.5pp | 62.18%-62.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $369 | $1,997-81.5% | $2,851-87.1% | $1,963-81.2% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $251 | $416-39.7% | $4,510-94.4% | $504-50.2% |