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 | $10,018 | $211,958-95.3% | $169,463-94.1% | $135,375-92.6% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $711 | $5,120-86.1% | $4,159-82.9% | $4,779-85.1% |
| Participant deferral / active EE | $4,501 | $6,075-25.9% | $5,277-14.7% | $5,609-19.7% |
| Admin fee / account holder | $18 | $11,471-99.8% | $9,109-99.8% | $10,827-99.8% |