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 5-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 | $9,153 | $66,402-86.2% | $109,895-91.7% | $85,850-89.3% |
| Participation rate | 61.3% | 63.9%-2.6pp | 74.2%-13.0pp | 69.3%-8.1pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.45%-29.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $624 | $1,687-63.0% | $2,842-78.1% | $2,565-75.7% |
| Participant deferral / active EE | $2,134 | $2,842-24.9% | $4,048-47.3% | $3,952-46.0% |
| Admin fee / account holder | $83 | $4,557-98.2% | $6,066-98.6% | $6,260-98.7% |