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 | $7,233 | $112,881-93.6% | $90,951-92.0% | $158,922-95.4% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $742 | $2,893-74.4% | $2,122-65.0% | $4,761-84.4% |
| Participant deferral / active EE | $2,820 | $4,128-31.7% | $3,373-16.4% | $5,982-52.9% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |