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 | $14,003 | $65,041-78.5% | $90,951-84.6% | $79,858-82.5% |
| Participation rate | 60.4% | 61.6%-1.2pp | 69.0%-8.6pp | 69.6%-9.3pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,505 | $1,247+20.6% | $2,122-29.1% | $2,471-39.1% |
| Participant deferral / active EE | $2,147 | $2,512-14.5% | $3,373-36.4% | $3,740-42.6% |
| Admin fee / account holder | $268 | $4,536-94.1% | $5,959-95.5% | $5,306-95.0% |