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 | $16,955 | $46,869-63.8% | $122,332-86.1% | $70,131-75.8% |
| Participation rate | 66.0% | 58.2%+7.8pp | 71.6%-5.7pp | 69.5%-3.6pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.27%-30.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,254 | $1,288-2.7% | $4,050-69.1% | $2,342-46.5% |
| Participant deferral / active EE | $2,650 | $2,166+22.3% | $3,287-19.4% | $3,332-20.5% |
| Admin fee / account holder | $188 | $3,322-94.3% | $5,478-96.6% | $4,645-96.0% |