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 5-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 | $11,535 | $209,411-94.5% | $178,490-93.5% | $158,922-92.7% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,712 | $5,706-35.0% | $5,011-25.9% | $4,761-22.0% |
| Participant deferral / active EE | $2,446 | $5,954-58.9% | $5,202-53.0% | $5,982-59.1% |
| Admin fee / account holder | $29 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |