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 9-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 | $10,626 | $52,580-79.8% | $71,671-85.2% | $70,131-84.8% |
| Participation rate | 38.5% | 60.9%-22.4pp | 68.7%-30.3pp | 69.5%-31.1pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $944 | $1,616-41.6% | $2,460-61.6% | $2,342-59.7% |
| Participant deferral / active EE | $3,138 | $2,386+31.5% | $3,438-8.7% | $3,332-5.8% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |