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 | $6,787 | $64,348-89.5% | $90,160-92.5% | $70,131-90.3% |
| Participation rate | 48.3% | 70.4%-22.2pp | 76.9%-28.6pp | 69.5%-21.3pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.88%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,011 | $2,046-50.6% | $3,318-69.5% | $2,342-56.9% |
| Participant deferral / active EE | $2,683 | $4,389-38.9% | $5,288-49.3% | $3,332-19.5% |
| Admin fee / account holder | $65 | $3,944-98.3% | $5,943-98.9% | $4,645-98.6% |