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 7-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 | $12,609 | $81,947-84.6% | $105,387-88.0% | $72,985-82.7% |
| Participation rate | 23.7% | 76.5%-52.9pp | 82.6%-58.9pp | 69.5%-45.8pp |
| Annual return | 0.00% | 42.90%-42.9pp | 26.82%-26.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,011 | $3,468-70.8% | $4,213-76.0% | $2,440-58.6% |
| Participant deferral / active EE | $2,374 | $4,494-47.2% | $5,502-56.9% | $3,607-34.2% |
| Admin fee / account holder | $0 | $6,258-100.0% | $6,559-100.0% | $5,124-100.0% |