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 4-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 | $6,740 | $96,484-93.0% | $75,886-91.1% | $152,861-95.6% |
| Participation rate | 64.3% | 76.2%-11.9pp | 69.3%-5.0pp | 82.4%-18.2pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,191 | $3,309-64.0% | $2,500-52.4% | $4,762-75.0% |
| Participant deferral / active EE | $2,917 | $4,553-35.9% | $3,603-19.0% | $5,850-50.1% |
| Admin fee / account holder | $24 | $8,078-99.7% | $5,418-99.5% | $11,596-99.8% |