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 6-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 | $3,693 | $58,208-93.7% | $81,812-95.5% | $80,856-95.4% |
| Participation rate | 56.0% | 63.4%-7.4pp | 72.3%-16.3pp | 67.6%-11.6pp |
| Annual return | 17.64% | 41.66%-24.0pp | 773.79%-756.1pp | 35.59%-18.0pp |
| Employer contribution / active EE | $503 | $2,340-78.5% | $2,912-82.7% | $2,755-81.8% |
| Participant deferral / active EE | $1,184 | $3,281-63.9% | $4,319-72.6% | $4,296-72.4% |
| Admin fee / account holder | $43 | $4,981-99.1% | $7,386-99.4% | $6,918-99.4% |