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 | $8,361 | $63,861-86.9% | $104,607-92.0% | $79,858-89.5% |
| Participation rate | 62.2% | 64.9%-2.7pp | 74.1%-11.9pp | 69.6%-7.4pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.46%-340.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,001 | $1,588+26.0% | $2,681-25.3% | $2,471-19.0% |
| Participant deferral / active EE | $2,708 | $2,693+0.5% | $3,740-27.6% | $3,740-27.6% |
| Admin fee / account holder | $10 | $4,185-99.8% | $6,473-99.8% | $5,306-99.8% |