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 | $7,103 | $54,229-86.9% | $70,092-89.9% | $68,494-89.6% |
| Participation rate | 57.6% | 64.5%-6.9pp | 70.5%-12.9pp | 67.9%-10.3pp |
| Annual return | 4.54% | -13.87%+18.4pp | 190.73%-186.2pp | -7.84%+12.4pp |
| Employer contribution / active EE | $948 | $2,018-53.0% | $2,559-62.9% | $2,596-63.5% |
| Participant deferral / active EE | $1,223 | $2,956-58.6% | $3,849-68.2% | $4,027-69.6% |
| Admin fee / account holder | $73 | $4,694-98.4% | $6,267-98.8% | $5,403-98.6% |