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 | $10,108 | $56,110-82.0% | $94,993-89.4% | $70,131-85.6% |
| Participation rate | 38.6% | 65.0%-26.4pp | 73.9%-35.3pp | 69.5%-30.9pp |
| Annual return | 0.00% | 51.02%-51.0pp | 27.12%-27.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,286 | $1,442-10.9% | $2,603-50.6% | $2,342-45.1% |
| Participant deferral / active EE | $2,555 | $2,391+6.9% | $3,317-23.0% | $3,332-23.3% |
| Admin fee / account holder | $117 | $3,456-96.6% | $4,960-97.6% | $4,645-97.5% |