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 | $8,416 | $82,630-89.8% | $64,105-86.9% | $125,391-93.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | 0.89% | 1489.72%-1488.8pp | 791.24%-790.4pp | 282.22%-281.3pp |
| Employer contribution / active EE | $600 | $2,671-77.6% | $1,820-67.1% | $4,866-87.7% |
| Participant deferral / active EE | $1,092 | $3,608-69.7% | $2,822-61.3% | $5,352-79.6% |
| Admin fee / account holder | $179 | $6,382-97.2% | $4,499-96.0% | $9,540-98.1% |