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 8-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 | $8,249 | $57,354-85.6% | $83,848-90.2% | $64,186-87.1% |
| Participation rate | 32.3% | 68.6%-36.3pp | 76.1%-43.9pp | 69.6%-37.3pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $651 | $2,545-74.4% | $3,631-82.1% | $2,381-72.6% |
| Participant deferral / active EE | $2,557 | $2,993-14.6% | $4,082-37.4% | $3,470-26.3% |
| Admin fee / account holder | $184 | $4,046-95.5% | $5,478-96.6% | $4,888-96.2% |