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 | $9,146 | $50,958-82.1% | $74,550-87.7% | $64,186-85.8% |
| Participation rate | 54.3% | 61.1%-6.8pp | 69.1%-14.9pp | 69.6%-15.3pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,366 | $1,115+22.5% | $1,961-30.3% | $2,381-42.6% |
| Participant deferral / active EE | $2,433 | $2,301+5.7% | $3,108-21.7% | $3,470-29.9% |
| Admin fee / account holder | $96 | $4,223-97.7% | $5,060-98.1% | $4,888-98.0% |